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    How can the net-zero theme add value for investors?
    equitiesTNZ equities
    equitiesTNZ equities

    How can the net-zero theme add value for investors?

    We discuss why our investment conviction in decarbonisation remains strong and explore how the net zero component added value to our equities strategy in 2024.
    Equity markets in 2025: the great reversal
    cross assetconvertibles
    cross assetconvertiblesAsia high convictionSwiss equitiesGFIOAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bondsAll Roadsequitiesfixed incomemulti-asset

    Equity markets in 2025: the great reversal

    The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 
    Optimal portfolio alignment to net-zero targets
    equitiesTNZ equities
    equitiesTNZ equities

    Optimal portfolio alignment to net-zero targets

    When optimising target net zero portfolios, how could integrating convictions improve performance without increasing tracking error?
    Is DeepSeek unique? What China’s generative AI breakthroughs mean for equity investors
    equitiesAsia high conviction
    equitiesAsia high conviction

    Is DeepSeek unique? What China’s generative AI breakthroughs mean for equity investors

    Our Asia Equities team explains why China’s generative AI breakthroughs could usher in an adoption-driven growth cycle. 
    Capturing market upside while benefitting from net-zero tilts
    equitiessustainable investment
    equitiessustainable investmentTNZ equities

    Capturing market upside while benefitting from net-zero tilts

    Our review of 2024 for TargetNetZero equities considers positive headwinds and how stock selection within traditionally carbon-intensive sectors benefitted investors.
    The equity market is ripe for a broadening
    equitiesPlanetary Transition
    equitiesPlanetary Transition

    The equity market is ripe for a broadening

    The craze for US mega caps and other extreme conditions in global equity markets may be about to reverse, presenting opportunities for active managers.
    Sustainability in the new Trump era
    equitiesPlanetary Transition
    equitiesPlanetary TransitionTNZ equities

    Sustainability in the new Trump era

    We discuss Trump’s potential impact on the sustainability transition, and why the investment landscape may be more attractive than it seems
    Key FinTech equity themes to watch in 2025
    equitiesFinTech
    equitiesFinTech

    Key FinTech equity themes to watch in 2025

    High-quality companies, robust earnings and attractive valuations offer a positive backdrop for key FinTech equity themes in 2025 – including rising M&A and the evolution of cryptocurrencies and digital payments.
    ...