Index

Value meets vision: performance testing a modified factor strategy
Investment strategy

Value meets vision: performance testing a modified factor strategy

In the second instalment of a two-part blog, we see how incorporating innovation capital into a...

By Jason Lee

02 Feb 2024

3 min read

The evolution of commodity investing: the power of marginal gains
Investment strategy

The evolution of commodity investing: the power of marginal gains

Second-generation broad commodity indices aim to maintain the underlying characteristics of their...
By Tobias Merfeld Michael Stewart
24 Jan 2024
4 min read
Value meets vision: the rise of innovation capital
Jason Lee
Investment strategy

Value meets vision: the rise of innovation capital

In the first instalment of a two-part blog, we chart the increasing importance of intangible...
By Jason Lee
23 Jan 2024
3 min read
The evolution of commodity investing: from ancient Sumer to BCOM
Investment strategy

The evolution of commodity investing: from ancient Sumer to BCOM

In the first instalment of a two-part series, we delve into the origins of commodity futures...
By Tobias Merfeld Michael Stewart
16 Jan 2024
3 min read
The geopolitical ripple effect
ESG and long-term themes

The geopolitical ripple effect

We examine how geopolitics informs our thinking about long-term themes, focusing on cyber securit...

By Aanand Venkatramanan

09 Jan 2024

3 min read

Christmas shopping: which global brands top the wish list?
Markets and economics

Christmas shopping: which global brands top the wish list?

We all have our favourite brands, but which are worth the most? We reveal the top five in Italy,...
By Elisa PiscopielloMichael Stewart
20 Dec 2023
3 min read
Gold or broad commodity exposure: which is the better diversifier?
Investment strategy

Gold or broad commodity exposure: which is the better diversifier?

We've run the numbers to see how the two compare in terms of inflation hedging and offsetting...
By Aude MartinMichael Stewart
18 Dec 2023
3 min read
Are companies really making long-term progress on ESG? We crunched the numbers to find out
Ayah Habboub
ESG and long-term themes

Are companies really making long-term progress on ESG? We crunched the numbers to find out

Our landmark whitepaper draws on 14 years of data to provide unique insights into ESG progress,...
By Ayah Habboub
07 Dec 2023
1 min read