Index

Tweaks and GICS: themes and sectors’ shifting sands
Investment strategy

Tweaks and GICS: themes and sectors’ shifting sands

The latest consultation on sector classification reaffirms our conviction that thematic strategie...

By Cosmo Elms

09 Dec 2021

3 min read

Indian government bonds: completing the BRIC wall in local EMD
Fixed income

Indian government bonds: completing the BRIC wall in local EMD

We believe India is soon likely to be included in broad local-currency emerging-market bond...
By Malcolm McCabeRyan Clatworthy
13 Oct 2021
3 min read
Stay calm and climb the wall of worry?
Karol Pelc
Investment strategy

Stay calm and climb the wall of worry?

Given the prevailing market risks, how can I justify maintaining my high exposure to equities?  
By Karol Pelc
13 Sep 2021
4 min read
Running out of cash: how the world is embracing digital payments
ESG and long term themes

Running out of cash: how the world is embracing digital payments

From bagels to central banks, global money systems are becoming increasingly digital.  
By Elisa PiscopielloTobias Merfeld
17 Aug 2021
4 min read
Themes: the sectors of the future?
ESG and long term themes

Themes: the sectors of the future?

Why we aren’t surprised that thematic ETF strategies are poised to overtake sector-based...

By Cosmo Elms

12 Apr 2021

4 min read

The hydrogen economy: your questions answered
Aanand Venkatramanan
ESG and long term themes

The hydrogen economy: your questions answered

In this post, we tackle some of the key issues that investors and journalists have recently raise...
By Aanand Venkatramanan
02 Mar 2021
4 min read
Pride, prejudice and ecommerce
ESG and long term themes

Pride, prejudice and ecommerce

The triumph of ecommerce isn’t about traditional versus online retailers; it’s about those who ha...
By Aude MartinTobias Merfeld
21 Dec 2020
3 min read
How the rise of renewable energy is burying fossil fuels
Aude Martin
ESG and long term themes

How the rise of renewable energy is burying fossil fuels

The growth of green energy owes as much to simple economics as it does to environmental activism....
By Aude Martin
10 Nov 2020
3 min read