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 […]
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 […]
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 […]
If money makes the world go around, undoubtedly, it is market volatility that provides the necessary momentum. Global markets have always required volatility to create investment opportunity, but too much or too little can have a big impact on stability and returns. In 2021 and beyond, the world faces many uncertainties with multiple factors coming […]
The discussion about climate change has multiplied over the past year, along with greater acceptance that urgent action is needed. The much-needed transition to sustainable forms of energy is gaining traction, however there are other areas that are not attracting as much attention, such as ecosystem restoration. The planet’s ecosystems are fundamental to maintaining life […]
The success enjoyed by the winning funds and groups in the 2021 Europe Refinitiv Lipper Fund Awards must be viewed against an extraordinary backdrop as the Covid-19 pandemic created vast disruption to the global economy and polarised the fortunes of different industries and businesses. This disparity was reflected in the asset management sector itself, with […]
The success enjoyed by the winning funds and groups in the 2021 France Refinitiv Lipper Fund Awards must be viewed against an extraordinary backdrop as the Covid-19 pandemic created vast disruption to the global economy and polarised the fortunes of different industries and businesses. This disparity was reflected in the asset management sector itself, with […]
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