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China vs the Rest - Finance
The Financial sector is a natural beneficiary of globalisation and confidence in its outlook has been suffering as a result of the escalating rupture between the US and China.
- Date published
- 28 Jan 2021
- Tag
- Trade Wars
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Latest Stewardship Activity: December
The latest update from David Sheasby, Head of Stewardship & ESG..
- Date published
- 21 Jan 2021
- Tag
- Stewardship & ESG
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Stewardship Matters - Edition 2
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 2 focusses on the United Nation’s Sustainable Development Goals.
- Date published
- 20 Jan 2021
- Tag
- Stewardship & ESG
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China vs the rest - Materials, Agriculture and Energy
Geopolitical struggles directly impact investment outcomes in commodities.
- Date published
- 15 Jan 2021
- Tag
- Trade Wars
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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Latest Stewardship Activity: November
The latest update from David Sheasby, Head of Stewardship & ESG..
- Date published
- 16 Dec 2020
- Tag
- Stewardship & ESG
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Trade Wars
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The Search for sustainable investments in the fossil fuel sector
We are in a climate emergency but are fossil fuel producers going anywhere soon? Alastair Reynolds discusses how we navigate transformational change in the energy landscape.
- Date published
- 11 Dec 2020
- Tag
- Global Emerging Markets
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The case for Asian growth
2020 has been an extraordinary year. As the pandemic, political machinations and market volatility will be felt across the globe for some time, it is important to look beyond and remember why our long-term approach is the right approach.
- Date published
- 11 Dec 2020
- Tag
- Asia Long-Term Unconstrained
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ESG matters for Australia’s upbeat AGM season
Australia’s quasi
- Date published
- 7 Dec 2020
- Tag
- Stewardship & ESG
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China vs the Rest - Geopolitics
If the US and China cannot find a workable arrangement that supports the normal functioning of the international system, they will each line up their respective teams.
- Date published
- 1 Dec 2020
- Tag
- Trade Wars