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Key Points: Focusing on long-term trends in tech may help avoid the pitfalls of near-term volatility distractions We believe finding quality companies, with sol...

We take another look at Italy which came under market pressure last week. Beyond the developments in Rome, the discussions at the ECB on banks’ reserve requir...

Key points: Innovations in smart energy, renewables, battery energy storage systems and ‘agritech’ are helping drive progress towards global climate goals T...

Key points: A peak in US interest rates is expected to last 10 or 11 months, similar to the 2006-2007 ‘higher for longer’ period But the world economy looke...

Core bond yields are back to where they were in the first half of the first decade of the new millennium – and there are parallels with the situation in 2006-...

Key points: Providing a comparison for climate-related investments Characteristics similar to that of the Parent index mean there should be little trade-off for...

Key points: Green bonds remain one of the most appropriate instrument to deliver environmental benefit while gaining access to a global, diversified and well-ba...

All major Western central banks now share a common narrative China’s chronic current account surplus is a limit to the extension of the BRICS political projec...

Key points: There have been five technological revolutions since the 18th century’s Industrial Revolution. AI looks to be the next Previous waves emerged at a...

The ‘Table Mountain’ metaphor for the current monetary policy cycle is interesting. Anyone having visited Cape Town might know that you can ascend the mount...