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Fitter, happier, more productive with generative artificial intelligence?
Equities

Fitter, happier, more productive with generative artificial intelligence?

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 
LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate
media releasesCorporate
media releasesCorporatePlanetary TransitionSustainableEquities

LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

Forming convictions in circularity
EquitiesInstitutional
EquitiesInstitutionalWholesaleCircular EconomyHolistiQ

Forming convictions in circularity

Sustainability challenges are interconnected and complex. So are the opportunities. Our Transition Investment Summit engaged the audience to pinpoint investment areas advancing circularity.

Investing in a new usage model to cut plastic packaging
private assetsAsset Management
private assetsAsset ManagementInvestment strategiesDCDBBanksWholesaleOfficial institutionsThird party asset managersGeronne IndependantsInstitutionalConsultantsInsuranceFund of fundsEndowmentsSustainablePlastic Circularity StrategyEquities

Investing in a new usage model to cut plastic packaging

How can private-equity investments cut plastic waste? We consider a portfolio company providing concentrated and refillable personal and household products.

Plastic waste: linear today, circular tomorrow
private assetsAsset Management
private assetsAsset ManagementInvestment strategiesDCDBBanksWholesaleOfficial institutionsThird party asset managersGeronne IndependantsInstitutionalConsultantsInsuranceFund of fundsEndowmentsSustainablePlastic Circularity StrategyEquities

Plastic waste: linear today, circular tomorrow

Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

Chinese equities: what’s on our wish list?
EquitiesAsset Management
EquitiesAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managersEquitiesRegionalAsia high conviction

Chinese equities: what’s on our wish list?

The Asian countries we like the most in 2024 – India, Indonesia and the Philippines – have the strongest macro outlook in the region. In our latest Asian equities outlook, we explain why China isn’t among that group – and the measures we believe would best support growth. 

What if the Inflation Reduction Act were repealed?
sustainable investmentPlanetary Transition
sustainable investmentPlanetary TransitionSustainableEquities

What if the Inflation Reduction Act were repealed?

USD 670 billion or USD 130 bn? We assess the potential impacts of the US Presidential election on federal energy-transition funding. 

Powerhouses of growth in South-East Asia
EquitiesAsset Management
EquitiesAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managersEquitiesRegionalAsia high conviction

Powerhouses of growth in South-East Asia

We discuss two of our country overweights for 2024 - Indonesia and the Philippines – in the latest instalment of our 2024 outlook series on Asia equities.  

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