fund manager views

Meeting demand and weathering shocks: Is the mining industry stuck between a rock and a hard place?

Commodities

Meeting demand and weathering shocks: Is the mining industry stuck between a rock and a hard place?

Deep Dive into commodities

clock 21 June 2021 • 3 min read
The winds of change: Firms at the forefront of energy transition will reap rewards

ESG

The winds of change: Firms at the forefront of energy transition will reap rewards

Deep Dive into impact investing

clock 18 June 2021 • 3 min read
Looking beyond the buffet: Having impact funds and values on the menu is a recipe for success

ESG

Looking beyond the buffet: Having impact funds and values on the menu is a recipe for success

Deep Dive into impact investing

clock 18 June 2021 • 3 min read
Eyes on the ball: Managers should not compromise quality impact investments for short-term rewards

ESG

Eyes on the ball: Managers should not compromise quality impact investments for short-term rewards

Deep Dive into impact investing

clock 17 June 2021 • 3 min read
Delivering transformational change: It pays to put your money into stocks that have a positive impact

ESG

Delivering transformational change: It pays to put your money into stocks that have a positive impact

Deep Dive into impact investing

clock 17 June 2021 • 3 min read
Semiconductor shortage: When the chips are down, Japanese companies show the way back up

Asia

Semiconductor shortage: When the chips are down, Japanese companies show the way back up

Deep Dive into Japanese equities

clock 11 June 2021 • 4 min read
Towering above Covid: Manufacturing sector remains a pillar of strength for Japan's economy

Asia

Towering above Covid: Manufacturing sector remains a pillar of strength for Japan's economy

Deep Dive into Japanese equities

clock 08 June 2021 • 3 min read
Nonsensically cheap: A great deal of unlocked value still to be found in Japan

Asia

Nonsensically cheap: A great deal of unlocked value still to be found in Japan

Deep Dive into Japanese equities

clock 08 June 2021 • 3 min read
Is saving face worth it? Why old cultural practices hinder engagement in Japanese boardrooms

Asia

Is saving face worth it? Why old cultural practices hinder engagement in Japanese boardrooms

Deep Dive into Japanese equities

clock 07 June 2021 • 3 min read
Fangs for the opportunity: Are high yield and total return bonds worth sinking your teeth into?

Funds

Fangs for the opportunity: Are high yield and total return bonds worth sinking your teeth into?

Deep Dive into fixed income

clock 25 May 2021 • 3 min read
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