Denis Lehman

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?

Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.

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.

Despite the recent upturn in global equities, Richard Saldanha explains why investors should be cautious in chasing a cyclical rally.

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.

We take a visual approach to explain what’s happening with bonds, equities and oil.

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.

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.

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.

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.

In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.

Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.

Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.

Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.

The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.

The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.