Investment views

The content of this page is intended for investment professionals only and should not be relied upon by anyone else.

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

High stakes: the US takes on China-tech

21 May 2019

The latest moves against Huawei could escalate the tech dispute between the US and China. Greg Kuhnert, Co-Head of 4Factor and analyst Anton du Plooy assess the potential impacts on global supply chains and tech businesses worldwide.

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Related links
- Visit our China Hub
- Visit our China Hub
What Argentina’s shock primary result means for bondholders

13 August 2019

With a populist government looking set to take power in Argentina later this year, the country’s debt burden may become unsustainable. Portfolio manager Mike Hugman considers the investment implications of the surprise election result.

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Related links
- Listen to the podcast
Argentina’s shock result unpacked

13 August 2019

Vivienne Taberer looks at yesterday’s shock primary win by Argentine presidential hopeful, Alberto Fernandez, and what this means for investors.

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Related links
- What Argentina’s shock primary result means for bondholders
Renminbi trade war escalation

7 August 2019

Philip Saunders discusses this week’s sharp fall on the renminbi and what this means for the ongoing trade tensions between the United States and China. Interview recorded on 6 August.

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Related links
- From trade war to tech war: At the vanguard of US-China decoupling
- Subscribe to our podcast channel
China’s transformation: tech ‘STAR’ board debuts

5 August 2019

The launch of the China Nasdaq-style tech board has been met with a market fanfare. How does this new market differ from the main board and what are the advantages for investors?

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Related links
Victoria Harling – Recognising the 30 Best Female Fund Managers in the World

2 August 2019

Recognising Victoria Harling, who has been named within Citywire’s inaugural Alpha Female Awards 2019, highlighting the top 30 fund managers across all asset classes.

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