Politics (45)

Geopolitical rupture in Europe: long-term investment implications
ESG and long term themes

Geopolitical rupture in Europe: long-term investment implications

We need to remain humble and nimble as we assess the changing investment landscape and seek to...

By Sonja Laud

19 May 2022

3 min read

Countdown to 2022: starter for 10
Christopher Teschmacher
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
By Christopher Teschmacher
22 Dec 2021
5 min read
Are the G7 ESG ‘wonders of the world’ or ‘deadly sinners’?
Alexander Burr
ESG and long term themes

Are the G7 ESG ‘wonders of the world’ or ‘deadly sinners’?

We look at what the G7 finance ministers’ communiqué means for responsible investors.  
By Alexander Burr
10 Jun 2021
4 min read
UK Budget: spend now, pay later
Hetal Mehta
Economics

UK Budget: spend now, pay later

The Chancellor has delivered more fiscal stimulus, which should sustain the economy through the...
By Hetal Mehta
05 Mar 2021
3 min read
US/China relations: no thaw in the new cold war
Economics

US/China relations: no thaw in the new cold war

Not so long ago, the trade war between the US and China was the greatest geopolitical risk facing...

By Emiel van den Heiligenberg

04 May 2020

3 min read

From Trust to Dust
Lars Kreckel
ESG and long term themes

From Trust to Dust

A new survey of global trust in institutions reminds us that populism is here to stay, reinforcin...
By Lars Kreckel
30 Jan 2020
2 min read
A scent of tear gas in the air
Emiel van den Heiligenberg
Economics

A scent of tear gas in the air

I travelled to Santiago de Chile recently, staying close to Plaza Italia. This roundabout turned...
By Emiel van den Heiligenberg
10 Jan 2020
3 min read
UK election: market and macro implications
Economics

UK election: market and macro implications

Finally, we have received some certainty over the Brexit process – at least over the near term. W...
By Sonja LaudHetal Mehta
13 Dec 2019
3 min read