Insights
Debt – investment implications of higher borrowing levels
Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support...
How can global investors benefit from demographic change?
Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age....
Is now the right time to buy smaller companies?
Tim Richardson CFA, Investment Specialist Smaller companies often outperform the broader market when interest rates start falling. They generally benefit...
Does size still matter in 2024?
Tim Richardson CFA, Investment Specialist Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are...
Cybersecurity – ESG or impact?
Cybersecurity is becoming an increasingly prominent topic. The World Economic Forum published its Global Risks Report for 2024 and cyber-attack...
Navigating policy uncertainty in sustainable investing – why stock selection matters
By Victoria MacClean There have recently been negative sentiment towards electric vehicles (EVs), headwinds facing Clean Energy companies and a...
The “iPhone moment” for obesity treatment
By Ben Kluftinger In early March, Novo Nordisk held its Capital Markets Day which we attended virtually. Quite unusually, the...
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...