insights.

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    Upbeat macro, moody market
    cross assetconvertibles
    cross assetconvertiblesequitiesfixed incomemulti-asset

    Upbeat macro, moody market

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

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