Latest equities thinking
Shifting tides: Can we clean up forever chemicals?
27 Mar 2023
Litigation is mounting, regulation is tightening, and 3M will exit the production of PFAS. Will others follow suit, and can we remove PFAS and other forever chemicals from our drinking water?
The investment implications of peak fossil fuels
24 Mar 2023
Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.
Climate adaptation and resilience: Preparing for a warmer, wilder world
22 Mar 2023
Millions of hours have been spent negotiating net-zero targets, but many human-led climate impacts are already locked in. Our credit and equities portfolio managers explain where they see opportunities in solutions providers that will help society adapt for the new reality.
Five principles for performance persistence
15 Mar 2023
Barney Goodchild, Francois De Bruin and Richard Saldanha set out the thought process behind our Global Equity Endurance strategy.
Global equity income: Swimming against the tide
14 Mar 2023
Despite the recent upturn in global equities, Richard Saldanha explains why investors should be cautious in chasing a cyclical rally.
Gas versus renewables: Does natural gas have a future?
8 Mar 2023
The war in Ukraine has thrown up huge uncertainties around the role of gas in the energy system. Experts from our credit, ESG and real assets teams discuss the implications for traditional energy and renewables companies.
What does the data say? Three charts multi-asset investors should know about
6 Mar 2023
We take a visual approach to explain what’s happening with bonds, equities and oil.
Bank securities: Unloved, but why?
16 Feb 2023
Oliver Judd and Betty Sanchez Torres argue that despite a recovery in prices, banking sector securities continue to offer value so long as a deeper recession is avoided.
Follow the leader: Why companies should take the drama out of CEO succession planning
19 Jan 2023
Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.
Charging up: Batteries and the fight against climate change
5 Jan 2023
Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.
Avoiding tunnel vision: UK equity income 2023 outlook
20 Dec 2022
Chris Murphy and James Balfour, co-fund managers of our UK equity income strategy, reflect on the big shifts in 2022 and what they could mean for the asset class in 2023.
Global equity income Q&A: Richard Saldanha on dividends and downturns
28 Oct 2022
In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.
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