In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
How to enhance portfolio returns while limiting investment costs
US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
A possible change in Chinese currency policy?
Global - Currency Thoughts - PDF