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    1. On the Minds of Investors

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    On the Minds of Investors

     

    Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

    Your capital may be at risk.

    On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.

    Vincent Juvyns

    LATEST COMMENTARY

    ESG investing in China: Considerations for sustainable portfolios

    China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

    Read more

    Achieving net zero: The path to a carbon-neutral world

    Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

    Read more

    A new supercycle – the clean tech transition and implications for global commodities

    A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

    Read more

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    Guide to the Markets

    The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.

    Read the latest guide
    Insights

    The Weekly Brief

    Start the week with our snapshot of key economic and market trends from the previous seven days.

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    Webconferences

    Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

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