Focal point

Our take on the latest investment themes

BTHCurrencyManipulationFeature

What Currency Manipulation?

by Kim Catechis 16 January 2020

In another historic move, the US Treasury has reversed its designation of China as a currency manipulator, after only four months. It sounds important, but it is essentially more meaningless theatre for investors...

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View [Latest Stewardship Activity: November] Stewardship_Monthly_Update_Text_2

Latest Stewardship Activity: November

by David Sheasby

We were nominated for the ICGN Global Stewardship Award shortlist this autumn and we are delighted to have subsequently won this at the end of November.

23 December 2019
View [The US-China Phase I trade deal – Much ado about nothing?] BTHUSCHINAPhase1Abstract

The US-China Phase I trade deal – Much ado about nothing?

by Kim Catechis

The US – China trade war has now been escalating for 32 months. Investors are fatigued and worried about the implications for global economic growth. Their weariness is evidenced in a decreasing level of interest in the detail and heightened focus on the headlines.

18 December 2019
View [Can plastic packaging actually be sustainable?] PlasticsText1

Can plastic packaging actually be sustainable?

by Chris Schade

Plastic as a packaging material has a strong overall value proposition, but its sub-optimal end of life outcomes are a sustainability concern for consumers, brands, retailers and investors.

5 December 2019
View [Megacities: a supersized opportunity ] MegacitiesText1

Megacities: a supersized opportunity

by Daniel Fitzgerald

Asia Pacific ex Japan is a population growth powerhouse, with the region home to some of the fastest growing countries and cities in the world. Over half of the world’s megacities will be in the region by 2030, and this represents a multi-decade opportunity for Real Asset investment.

5 December 2019
View [Latest Stewardship activity October] ESGUpdateNov2019Live

Latest Stewardship activity October

by David Sheasby

In case there were any doubts about the increasing focus on responsible investment, the PRI in Person, the leading global conference on the subject, was attended this year by more than 1,600 delegates – making it the largest responsible investment conference to date.

22 November 2019
View [Brazil – Turning point for equity culture?] BTHBrazilTurningPointAbstract

Brazil – Turning point for equity culture?

by Kim Catechis

When real rates are high, it’s easy to keep your clients happy. This will result in a wider dispersion in returns, as investment managers begin to demonstrate their worth. This is the turning point for equity culture in Brazil – the job just got more complex!

4 November 2019
View [Latest Stewardship Activity: September] LatestStewardshipSeptemberAbstract

Latest Stewardship Activity: September

by David Sheasby

In case there were any doubts about the increasing focus on responsible investment, the PRI in Person, the leading global conference on the subject, was attended this year by more than 1,600 delegates – making it the largest responsible investment conference to date

28 October 2019