From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.
Nature is vital for a healthy economy, but the planet faces a crisis as companies, markets and governments have consistently failed to take into account the financial value of biodiversity.
It’s encouraging to see policymakers commit to ‘Net Zero 2050’. However, the road ahead will be challenging, not least in the real estate sector. In Europe, for example, greenhouse gas emissions from buildings need to drop 60% from 1990 levels by 2030. This clearly represents a major change for the sector – but dig down into the detail and the task begins to look almost Herculean. And it won’t be accomplished in time without a step change in response and radical collaboration from all actors in the sector.
What are the the trends in Global real estate? Read more about our outlook.
Inflation has reached its highest level in over 40 years. Russia’s invasion of Ukraine continues to drive up global energy and food prices. Ongoing supply-chain bottlenecks and rising labour costs are also boosting inflation. The question for investors is – which strategies might fare best if inflation persists?
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.
Discover a ‘step out of cash’ solution.
The vast majority (85%) of advisers have spoken with their clients in the last six months about how to adapt their finances or portfolios in the wake of soaring inflation, according to new research from abrdn.
Between a pandemic, escalating trade tensions, and a war, companies are making their supply chains more resilient, creating a plethora of opportunities in Asia.
Some three months into the Russian-Ukraine war, our experts look at what this conflict may mean for the world’s struggle to transition to more sustainable energy and how this may affect investors.
Why is cost-effective outsourced solution MyFolio Index so popular?
Climate-related screening of investments gets continued ‘green light’ in new court ruling
Why is cost-effective outsourced solution MyFolio Index so popular? Find out in our video.
Today, half of the articles in investment magazines seem to be about ESG and climate. In our experience, however, very few funds are actually designed with a clear climate goal. We believe this is a missed opportunity.
Are you in search of corporate bond opportunities? Explore the credit landscape with us.
The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.
In the Clash of the major central banks, who will cut interest rates first and when? We share our views.
In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.
The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place. In the UK, we expect £5.5 trillion of assets will be passed down between now and 2050. On a global basis, around $68 trillion is forecast to change hands.