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From our partners
Capital Group
April 30, 2021
Capital Group | Semiconductors could be the new oil – here’s why
If anything, we see semiconductors powering the next decade of global growth in an increasingly data…
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AXA IM
April 29, 2021
AXA IM: Why less carbon means stronger growth for the global economy
As long-term investors, we always need to have an eye on sustainability – sustainability of business…
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Morningstar
April 28, 2021
Morningstar: How to Invest for Income
A regular income is important to many investors, but it’s important to look beyond yield when…
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AXA IM
April 23, 2021
AXA IM: The return of inflation is a US story
Inflation expectations in the US non-financial sectors continue to rise. However, we think a post…
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Storebrand Asset Management
April 20, 2021
Storebrand Climate-conscious portfolio restructuring for pension funds
Aligning a portfolio with the goals of the Paris Agreement is a complex task.
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Capital Group
April 16, 2021
Capital Group | The aviation industry: 5 reasons for resilience
Last year was a truly awful time for global aviation. The COVID-19 pandemic brought about the…
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AXA IM
April 16, 2021
AXA IM: Why green energy is nowhere near bubble territory
Last year an extraordinary shift took place among both corporates and investors in their collective…
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Morningstar
April 13, 2021
Morningstar: How the EU is Helping Investors Navigate ESG
The EU’s latest regulation is the most extensive work so far in helping investors to navigate the…
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AXA IM
April 2, 2021
AXA IM: Sustainable diets: A new theme on the menu for investors?
The shift towards a more sustainable diet continued throughout 2020, illustrated by a ramp up in…
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Capital Group
April 2, 2021
Capital Group : Rising US rates: Untangling the Fed vs. market debate
After a stellar 2020, the US bond market is coming under pressure. Massive government stimulus…
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Morningstar
April 1, 2021
Morningstar: How ESG Screening Helps With Investment Decisions
Inflows into sustainable funds are on the rise globally and ESG considerations are becoming a…
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AXA IM
March 31, 2021
AXA IM: Responsible investing, sustainability and ESG: Debunking the myths
The rise of RI and ESG funds, has come with a fair amount of apprehension. Scepticism can at times…
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