Front of mind
Issues currently moving the markets

MARKET UPDATE 11.08.2022
Weekly market update – Will recession risk stay the central banks’ hands?
Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…

Skies clear for billion-dollar US climate spending bill
A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending…

The Hong Kong dollar peg: Your questions answered
The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…
Portfolio perspectives
Investment strategies and asset allocation

Can private markets help investors ride the inflation wave?
Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets...

Can equity value investing be sustainable?
Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint...

ASSET ALLOCATION
Asset allocation highlights – Expectations out of line
Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...
The Big Topic
SUSTAINABILITY MATTERS
All our views, all in one place.
Forward thinking
Trends shaping the future

To reach net zero, overhaul the built environment
Buildings account for over a third of global energy-related CO2 emissions. Focusing on reducing these – both operational and embodied...

US climate spending – How does it reduce inflation?
Billions of dollars are set to be allocated to bolstering US infrastructure under the Inflation Reduction Act, a belated but...

How will the US Inflation Reduction Act boost climate action?
After a tense few months during which President Joe Biden’s climate plans appeared to be dead in the water, a...