convertibles.

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

Should equity investors focus only on today’s low-carbon businesses, or include transitioning companies making real emissions reductions in hard-to-abate sectors, too? 

Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment.