Investment views

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Sustainability & satellites

New frontiers in sovereign debt investing

Could advances in geo-spatial research transform sovereign debt investors’ ability to address environmental risks?

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De-dollarisation

How a global currency shift may surprise investors

The de-dollarisation series explores ongoing moves to erode dollar dominance and the shift to a multi-currency international monetary order.

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Energy 3.0

How the renewable energy revolution has become a mainstream investment priority.

The Investment Institute explores how asset owners are significantly underestimating both the risks and potential opportunities presented by decarbonisation.

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Tusk Awards 2018 Winners

Tusk Awards 2018 Winners

Tusk Conservation Awards, in partnership with Investec Asset Management, celebrated the ground-breaking work of Africa’s unsung conservation heroes.

Read more about 2018 Tusk Conservation Awards winners
China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub
Emerging Perspectives

Emerging Perspectives

Our expert team examines the dynamic world of emerging market debt.

Emerging Perspectives

Featured investment views

A fresh take on local EMD

6 November 2019

What a total return approach to investing in emerging market local currency debt can mean for investors.

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Related links
- Active versus passive in emerging market debt: the alpha opportunity
- Read more from Emerging Perspectives
Natural Resources Indicator

6 November 2019

After a tough year that left sawmills facing the chop, the green shoots of recovery can be seen in lumber markets. Get the latest on commodities in the Natural Resources Indicator.

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Related links
- Download Indicator
- Lumber: choppy markets
The next half billion: China’s rural residents-fast-view

4 November 2019

What does the future of China’s rural economy look like and why does it matter?

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Related links
- China: The Second Great Transformation
- Visit our China Hub
Argentina – don’t cry; do watch closely

30 October 2019

What should fixed income investors make of the outcome of Argentina’s presidential election result?

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Related links
- Read more from Emerging Perspectives
The Big Bang Moment: Asian financials

28 October 2019

The largest sector in Asian equities is being disrupted and digitally re-imagined by a wave of new competition. What could define the new breed of winners?

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Related links
- Download PDF