On the Minds of Investors

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.

Karen Ward

LATEST COMMENTARY

Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

Marking the bottom of the Chinese economic cycle

This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

How might the balance of power shift in Congress after the midterms?

With the midterm elections fast approaching, how might the power shift in Washington, and how should investors prepare?

The advantage of high dividend stocks in a stagflationary environment

Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

Exploring the economics of Europe’s energy crisis

Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.

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.

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.

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.

The impact of ESG factors on portfolio returns

History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

The implications of carbon pricing initiatives for investors

Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets