insights.

When optimising target net zero portfolios, how could integrating convictions improve performance without increasing tracking error?

Our Asia Equities team explains why China’s generative AI breakthroughs could usher in an adoption-driven growth cycle. 

Our review of 2024 for TargetNetZero equities considers positive headwinds and how stock selection within traditionally carbon-intensive sectors benefitted investors.

The craze for US mega caps and other extreme conditions in global equity markets may be about to reverse, presenting opportunities for active managers.

We discuss Trump’s potential impact on the sustainability transition, and why the investment landscape may be more attractive than it seems

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.

Decarbonising firms in high-emission sectors are critical to the net-zero transition. How can equity investors identify them?

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.