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Financial Advice
Will infrastructure deliver for investors?
Investors are looking to infrastructure as a solution for a wide range of challenges, from inflation hedging and yield to impact goals and climate risk mitigation.
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Financial Advice
Where Can Active Funds Beat Passive Strategies?
There are key areas where active fund managers are finding opportunities.
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Financial Advice
Is ESG in China a hidden opportunity?
For the committed, long-term investor, it is entirely possible to achieve sustainable growth which can help achieve the UN SDGs, while addressing China’s social and environmental challenges.
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Financial Advice
It's not what central banks are going to do next, but what's priced into markets
Lenders are receiving high income rates right now and markets could be pricing in too many cuts, too soon, leading to more credit opportunities.
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Pensions
Helping clients calculate retirement spending
From holidays to hobbies, and bills to budgets, there are lot of factors for clients to consider to ensure they maintain comfortable living standards in retirement.
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Financial Advice
Higher interest rates have made all the difference in renewable energy
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles.
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Financial Advice
Not out of the woods yet
Markets are assuming a soft landing in 2024 but there are a number of reasons why it might not play out that way.
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Financial Advice
Will a shrinking workforce spark the next industrial revolution?
Retiring baby boomers will mean fewer workers, forcing companies to turn to robotics, automation and AI, with many potential investment implications.
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Financial Advice
What to expect from private credit in a high rates environment
Supply and demand dynamics should continue to support the growth of private credit.
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Financial Advice
When Bonds Beat Stocks: Emerging Markets
Many have predicted emerging markets equities will outperform developed markets but how do they fare compared to their fixed income counterparts?
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Financial Advice
The structural growth opportunity of a lifetime
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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Financial Advice
Dangers lurk for the Goldilocks economy
Political risks pose a threat for a moderate growth recovery in the US.
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