James Sullivan considers where the biting point is between stimulus and market valuations and whether our collective trust in central banks is misplaced.
Liam Wyatt and James Sullivan look at where forestry fits within a ‘responsible’ thematic allocation.
In our latest ‘Investing for good’ report, Sarah Warner examines how our investments address the issues borne out of social inequality.
As the ongoing pandemic evolves, James Sullivan offers an update on our outlook and positioning in our latest bulletin video.
Paul Warner provides an update on the COVID-19 pandemic and analyses how markets have reacted thus far.
Liam Wyatt and James Sullivan discuss how tech companies must evolve in order to deliver to a society on lockdown.
James Sullivan offers an update to clients, amidst the ongoing pandemic, in this Fund Manager bulletin video.
Recent market conditions have cast corporate Japan’s idiosyncrasies in an entirely new light. James Sullivan reflects on wanting to force change where perhaps it wasn’t needed.
Sarah Warner discusses how the need for ‘water-positive’ innovation could be a ‘win-win’ for investors.
Whilst the fundamentals remain intact, James Sullivan believes the opportunity cost of downing tools is significant.