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Front of mind

Issues currently moving the markets

Weekly Market Update: The Fed's dilemma - and its global impact
Front of mind | Article – 4 Min

Weekly Market Update: The Fed’s dilemma – and its global impact

Financial markets are pondering the US Federal Reserve’s likely policy path after last week’s release of another set of unexpectedly…

CHI LO
| 18.03.2024
Graph of the Week – Relative performance of Chinese equities has improved
Front of mind | CHART – 2 Min

Graph of the Week – Relative performance of Chinese equities has improved

The latest batch of stimulus measures from the Chinese government appears to be having a more of an impact on…

DANIEL MORRIS
| 15.03.2024

The big question

The Fed’s target for US core inflation at the end of 2024 is 2.4% What do you think it will be?

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Portfolio perspectives

Investment strategies and asset allocation

Talking Heads – Investing in water: from chips to lithium to PFAS
Portfolio perspectives | Podcast - 14:19 MIN

Talking Heads – Investing in water: from chips to lithium to PFAS

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager...

JUSTIN WINTER
+1 other(s)
| 19.03.2024
Investing in water – Managing a critical global resource
Portfolio perspectives | Infographic - 1 Min

Investing in water – Managing a critical global resource

Water is a multi-faceted theme with growth potential. Investing in water can contribute to adapting to the impact of climate...

Talking Heads – Offering tailored support and advice on sustainable investment solutions
Portfolio perspectives | Podcast - 15:36 MIN

Talking Heads – Offering tailored support and advice on sustainable investment solutions

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial...

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

2024, a crucial year for artificial intelligence
Forward thinking | Article - 4 Min

2024, a crucial year for artificial intelligence

Artificial intelligence is a pivotal theme driving the digital transformation across all sectors of the global economy. As the technology...

PAMELA HEGARTY
+1 other(s)
| 14.03.2024
More women on boards, but there’s work to do regionally
Forward thinking | Article - 3 Min

More women on boards, but there’s work to do regionally

The number of women sitting on company boards of directors has continued to grow, underscoring the gradual progress being made...

MICHAEL HERSKOVICH
| 07.03.2024
Society’s challenges can be efficiently addressed through innovation including AI
Forward thinking | Article - 3 Min

Society’s challenges can be efficiently addressed through innovation including AI

Innovative private sector solutions will be important in addressing challenges such as ageing populations in a way that helps reduce...

IMPAX ASSET MANAGEMENT
| 01.03.2024

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