The way we live, work and socialise has been transformed over the last year and a half , but to what extent were these changes already taking place and merely accelerated by the emergence of Covid-19? Two areas have been at the forefront of this transformation: technology and infrastructure. While these areas appear distinct on the […]
We live in a time of enduring structural change for societies, economies, sectors and cultures. With varying reach and speed, and driven largely by innovation, transformative forces are shaping long-term sustainable investment opportunities on a global scale. The mega trends driving this transformation are not new, but the pandemic has accelerated the speed of transformation. While short-term […]
The much-needed energy transition has been a topic of conversation for some time. Governments worldwide have signalled their commitment to fighting climate change with net zero targets, and unprecedented fiscal support has been ringfenced for green initiatives during the pandemic. However, carbon emission reduction deadlines are looming while public figures and bodies acknowledge that more […]
Sector’s post financial crisis bounce back has been largely overlooked
Is this the ‘secret sauce’ in the region’s recovery?
They are uniquely placed to provide many of the solutions
The world’s economy is reviving and many countries – notably in developed markets – have put the Covid-19 pandemic on the backfoot thanks to co-ordinated vaccination campaigns and strict lockdown measures. So with worldwide economies starting to reopen, why have global markets been experiencing regular bouts of turbulence this year? Having long been dormant, the […]
Building back better is a term frequently used to underpin efforts to boost the global economic recovery and return society back to normal once the pandemic finally shows signs of being under control. Western governments are spearheading this effort, with their multi-trillion-dollar fiscal stimulus commitments, largely geared towards ‘green’ infrastructure initiatives. These efforts by the […]
Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
The food industry is poised for disruption. As with other disruptive trends, technology is a key driver of this potential change thanks to rapid developments in alternative proteins or plant-based foods. However, changing consumer preferences are also accelerating demand for alternative food options, thanks to growing concerns about the health consequences of eating too much […]
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