Fly on the wall

We imagine the farm of the future and the dining table of tomorrow.

What do individuals know and think about net zero, and what are the implications for investors?

We discuss the outlook for UK equities.

Could we see further financial casualties this year?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

We outline six key ESG-related areas of focus that our responsible investment team believe are important.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

Why the financial industry has a key role to play in supporting and enhancing biodiversity

We work with companies to better understand their exposure to physical risks.

We examine the environmental implications of the ever-expanding digital world.

We provide our thoughts on the latest Consumer Electronics Show conference.

How a focus on innovation and technology could help drive food sector returns in 2023.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

ESG ratings play an important role in asset management, but we believe their application needs to be better…

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

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

Looking back on a year of multiple crises.

We discuss the evolution of sustainability reporting.

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

How far can the bond rally go?

We describe the opportunities and challenges facing the UK equity market in 2023.

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.

We discuss our 2023 outlook.

We discuss the uncertain outlook facing the global economy and financial markets.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Have DC schemes and master trusts been unfairly criticised for being too focused on fees and efficiency?

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

Can bonds once again play a bigger role as part of a well-diversified portfolio?

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Assessing the UK’s monetary and fiscal predicament.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.