Content (801)

  • World Oceans Day- It's time to take action

    White papers

    World Oceans Day: It’s time to take action

    2024-06-21T16:20:00Z

    Protecting and conserving the marine environment is essential for human life and the economy as the oceans play a central role in regulating our climate.

  • Today’s healthcare treatment, tomorrow’s healthcare innovation

    White papers

    Today’s healthcare treatment, tomorrow’s healthcare innovation

    2024-06-21T16:17:00Z

    While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. We see the life sciences industry as well positioned to benefit from structural trends.

  • fhl-indian-elections-video-james-and-vivek-video-1-may-2024-banner

    Video

    Our outlook for India: The view from the GEMs desk

    2024-06-21T14:02:00Z

    In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.

  • Local banks lead on physical climate risk

    White papers

    Local banks lead on physical climate risk

    2024-06-07T15:23:00Z

    The increased frequency of wildfires and flash flooding is already hitting insurance companies. But what about the climate exposures faced by banks in their mortgage and commercial loan books? Will Farrell investigates.

  • Adapting to a shifting liquidity backdrop

    White papers

    Adapting to a shifting liquidity backdrop

    2024-06-07T15:20:00Z

    Many UK money market funds have been extending weighted average maturities as the BoE considers rate cuts.

  • Filling the pool again

    White papers

    Filling the pool again

    2024-06-07T15:17:00Z

    With the Fed on hold and tax collection over, assets resume flowing into liquidity products.

  • Bonds, bullets and barbells – what happens after yield curve inversion?

    White papers

    Bonds, bullets and barbells – what happens after yield curve inversion?

    2024-06-07T15:12:00Z

    Much has been said recently about when and why investors should consider extending duration. With interest rates at or near peaks, the potential to realise higher yields for longer may also offer the opportunity to achieve greater total returns by extending duration in advance of any decline in rates. When investors determine the time is right to extend duration, they may want to consider different methods for re-allocating available cash.

  • Beyond the façade- Real Estate Debt

    White papers

    Beyond the façade: Real Estate Debt

    2024-06-07T15:05:00Z

    While some construction projects seek to preserve the façade and replace the interior, the opposite can also be possible: preserving a building while replacing the façade. And this approach can create compelling investment opportunities.

  • China- The Comeback Kid?

    White papers

    China: The Comeback Kid?

    2024-06-07T14:43:00Z

    Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?

  • Meet the Manager- Jordan Patel

    Video

    Meet the Manager: Jordan Patel

    2024-06-07T14:38:00Z

    Jordan Patel, Deputy Fund Manager, recognises that impact and biodiversity investing is not easy. It requires patience to sift through names, find the true champions, and identify the businesses to own and at the right price. It’s fortunate, then, that the Biodiversity Equity team are dedicated to achieving biodiversity outcomes in the real world, a goal which embodies the patience required to successfully navigate this space…

  • Biodiversity Equity, Interim Report, 2023-4

    White papers

    Biodiversity Equity, Interim Report, 2023-4

    2024-05-24T15:31:00Z

    In the latest report from our Biodiversity Equity team we consider the ‘secret sauce’ that goes into picking biodiversity champions. Is it always the most obvious names that make the grade?

  • (More) Questions Answered- Global Emerging Markets

    Video

    (More) Questions Answered: Global Emerging Markets

    2024-05-24T15:28:00Z

    In this video, Chris Clube, Co-Portfolio Manager, discusses the most compelling areas of opportunity for investors in EM outside of Asia and how the Strategy’s portfolio stands to benefit from the surge of AI adoption in the market.