The industry is facing challenges but they have been overplayed
Nick Langley, Portfolio Manager at Clearbridge Investments, a specialised investment manager from Franklin Templeton, on the impact of the US Inflation Act, the Ukraine war, and the need for energy security on the opportunity in infrastructure
A credible pathway to net zero must include meaningful action on deforestation and nature, says LGIM's Catherine Ogden
The argument for diversification is unambiguous given the uncertain economic backdrop
A major cause of the energy crisis is the lack of investment into renewables on the vast scale required, says LGIM's Nick Stansbury
Federated Hermes makes the case for finding opportunity in Asian equities and explains why investors should consider making an allocation as part of a broader portfolio
Quanta and Ørsted are likely beneficiaries
Capital Group’s New Perspective strategy is seeks to capture changes in global trade through a bottom-up approach