US Institutional Fly on the Wall Global equities
Blog

What Does Net Zero Mean for Portfolios?

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

James A Lydotes, Philip Shucksmith
January 27, 2023
Global equities, Real Return, Sustainable
2023 Mobility Outlook
Blog

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.
George Saffaye, Robert C Zeuthen, Frank J Goguen
January 25, 2023
Global equities, Industry views, Sector research
Blog

ADAS, on the Road to Autonomy

We explore potentially life-saving advanced driver assistance system technology.
Robert C Zeuthen, Frank J Goguen, George Saffaye
January 17, 2023
Global equities, Industry views, Sector research
Blog

Biofuels: Fueling the Next Food Crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.
Albert Chu
January 16, 2023
Global equities, Industry views
Blog

2022: Reflections of a UK Equity Investor

Looking back on a year of multiple crises.
David Cumming
January 10, 2023
UK equities
Blog

Global Equities: Our Outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.
John R Porter III
December 23, 2022
Global equities, Sector research
Blog

2023 Outlook for Global Infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.
James A Lydotes
December 16, 2022
Global equities, Sector research

Archive

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