Politics (45)
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...
19 May 2022
3 min read
2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
We look at what the G7 finance ministers’ communiqué means for responsible investors.
The Chancellor has delivered more fiscal stimulus, which should sustain the economy through the...
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...
04 May 2020
3 min read
A new survey of global trust in institutions reminds us that populism is here to stay, reinforcin...
I travelled to Santiago de Chile recently, staying close to Plaza Italia. This roundabout turned...
Finally, we have received some certainty over the Brexit process – at least over the near term. W...
