global equities

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.