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Investment thoughts from our Real Return team July 2022Tire, Wheel, Machine
Article

Investment thoughts from our Real Return team

As central banks attempt to curb inflation, are they hiking economies into recession?

Investment comment - July 2022
Article

Investment comment – July 2022

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

All change: Facing up to a new market regime
Article

All change: Facing up to a new market regime

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

Defining our approach to net zero
Article

Defining our approach to net zero

We set out our approach to tackling carbon emissions.

Conscious capitalism
Article

Conscious capitalism

Do ethical business and profit generation need to be treated as trade-offs in emerging markets?

Fuelling the energy transition
Article

Fuelling the energy transition

What is needed in emerging markets to hit carbon-reduction targets?

Solar energy: a Chinese growth opportunity
Article

Solar energy: a Chinese growth opportunity

Does China’s drive to achieve net-zero represent a growth opportunity in renewable energy?

Investment comment - April 2022
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Investment comment – April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

Investment comment January 2022
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Investment comment – January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

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