Sector remains a critical issue globally
Despite strong fundamentals, growth stock valuations are extreme
Momentum on emissions targets builds ahead of COP26 conference
But changing rules and laws isn’t easy and would take time
Underperformance due to surge in cases
Discover the latest global market themes
Revised governance codes provide framework for corporate improvement
Seek to exploit market inefficiencies and extract value from the investment universe
Corporate earnings will likely be the focus after a post‑pandemic recovery.