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Insights

Longer for less
Longer for less
26-11-2021 | Daily sketch
Green is the new color, also for emerging markets
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | Insight
Reflections on the COP26 Climate Summit
Reflections on the COP26 Climate Summit
COP26 provided a breakthrough on the rulebook of the Paris Agreement.
17-11-2021 | Insight
COP26: Helping poorer countries to adapt
COP26: Helping poorer countries to adapt
Developed countries are historically responsible for most of the emissions, and the challenge is to stop emerging markets going down the same coal-fired path.
04-11-2021 | Video
Podcast: China – from power shortages to power play
Podcast: China – from power shortages to power play
In our latest podcast, we discuss China’s challenges – from property to power shortages.
26-10-2021 | Podcast
The earnings engine threatens to sputter as tapering begins
The earnings engine threatens to sputter as tapering begins
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
11-10-2021 | Insight
A more cautious stance on equities
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
China: navigating the push towards technology leadership
China: navigating the push towards technology leadership
After more than three decades of accelerated catchup with more advanced economies, China is now engaged in a race for global technology leadership.
05-10-2021 | Insight
At the forefront of climate investing solutions
At the forefront of climate investing solutions
Everything you need to know about climate challenges and climate investing solutions.
01-10-2021 | Insight
Ecommerce tide also reaches Latin American shores
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
The next digital billion: How internet adoption is boosting global growth
The next digital billion: How internet adoption is boosting global growth
Millions of people access the internet for the first time every week.
15-09-2021 | Insight
Podcast: The Next Digital Billion is here. Are investors prepared?
Podcast: The Next Digital Billion is here. Are investors prepared?
A fundamental shift is occurring in how and where the internet is used.
14-09-2021 | Podcast
Get educated on the SDGs and earn professional development points
Get educated on the SDGs and earn professional development points
The Sustainable Development Goals (SDGs) present a major investment opportunity along with a means of improving life for millions.
13-09-2021 | Insight
Seizing opportunities in emerging markets credits
Seizing opportunities in emerging markets credits
Global credit investors can no longer easily ignore emerging markets (EM) hard-currency corporate bonds.
08-09-2021 | Research
Engaging to improve labor practices in the post-Covid world
Engaging to improve labor practices in the post-Covid world
A new engagement program aims to improve workers’ rights and the poor labor conditions highlighted by Covid-19.
02-08-2021 | Insight
Ecommerce frenzy puts last-mile delivery under the spotlight
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Olympic Games: on! Central banks: on! Equity party: on!
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
Meet the many trends shaping the future of commerce
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | Insight
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Insight
Cybercrime outbreak unleashes security spending tide
Cybercrime outbreak unleashes security spending tide
Approximately 30 billion data records were compromised last year.
16-06-2021 | Stunning statistics
Looking for the brightest Stars in the post-Covid-19 world
Looking for the brightest Stars in the post-Covid-19 world
The world is changing fast, and not just due to Covid-19.
10-06-2021 | Webinar
As digital currencies rise, banking systems remain very much needed
As digital currencies rise, banking systems remain very much needed
Digitalization is everywhere.
02-06-2021 | Insight
Transforming the energy sector as an investment opportunity – video
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | Video
Covid-19 magnifies the need for humanity to go on a diet
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Stunning statistics
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Video
Value vs. growth in trends – watch the debate
Value vs. growth in trends – watch the debate
Trends investing is often characterized by a growth approach.
30-04-2021 | Video
The coming wave of disruption: from bitcoin to decentralized finance
The coming wave of disruption: from bitcoin to decentralized finance
Bitcoin’s price fluctuations and rising carbon footprint have grabbed headlines for months.
20-04-2021 | Insight
China: charting the course to carbon neutrality
China: charting the course to carbon neutrality
China’s pledge to become carbon neutral by 2060 has left many observers both excited and perplexed.
20-04-2021 | Insight
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | Video
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