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Shifting the supply chain
Has the combination of COVID-19 and the trade wars destroyed the attractions of the ‘just in time’ manufacturing model? Will it speed up the shift toward automation and put jobs at risk? Will production be localised?
- Date published
- 27 Jul 2020
- Tag
- Aftermath: Post Covid-19
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Financials amid low growth
In a world where debt is significantly higher, interest rates are very low, and economic growth is feeble, what kind of banks emerge as 'winners'?
- Date published
- 22 Jul 2020
- Tag
- Aftermath: Post Covid-19
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How we are travelling
Will we be going on international holidays again any time soon? Has the lockdown created pent up demand?
- Date published
- 15 Jul 2020
- Tag
- Aftermath: Post Covid-19
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Bumpy flight path for the transport industry
Air travel has been one of the biggest short-term casualties of the crisis, from both a tourism and business travel perspective. Are any parts of the transport industry showing potential for investors?
- Date published
- 8 Jul 2020
- Tag
- Aftermath: Post Covid-19
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Bricks vs emerging clicks
Developed and emerging market consumers had been moving away from physical retail pre-crisis. Does the hastened trend towards online shopping spell the death of traditional shopping and restaurants?
- Date published
- 30 Jun 2020
- Tag
- Aftermath: Post Covid-19
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The future of property
Will our new love for video conferencing spell the death of commercial office space? Will we visit shopping malls again?
- Date published
- 24 Jun 2020
- Tag
- Aftermath: Post Covid-19
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Latest Stewardship activity: May
One notable outcome of the lockdowns imposed across the world has been the positive reduction on pollution and carbon emissions...
- Date published
- 23 Jun 2020
- Tag
- Stewardship & ESG
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Transforming Healthcare
The crisis has shone a light on the struggle to provide proper access to medical care. Is this an opportunity to revolutionise this sector?
- Date published
- 17 Jun 2020
- Tag
- Aftermath: Post Covid-19
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The World After COVID-19
In the introduction to the series, Kim Catechis discusses how COVID-19 is already in the process of materially changing our economies, social fabric and governance globally.
- Date published
- 10 Jun 2020
- Tag
- Aftermath: Post Covid-19
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Podcast: Sustainable investing through the crisis
In his latest podcast, Zehrid Osmani outlines why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
- Date published
- 4 Jun 2020
- Tag
- Covid-19
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Podcast: Myth-busting China’s economy
Paul Desoisa busts a few myths on the Chinese economy and answers key questions on exports, government ownership and ESG.
- Date published
- 28 May 2020
- Tag
- Emerging Markets
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Podcast: Q1 earnings season wrap-up – maintaining our conviction
Zehrid Osmani summarises the recent earnings season, reveals his Q2 forecasts, and explains how he maintains conviction in current markets.
- Date published
- 21 May 2020
- Tag
- Global