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Light rays symbolizing electricity flow through tall metal towers against a night sky.
投資戦略

Powering the future

Global decarbonisation means more electrification and less fossil fuels. The solution to growing electricity demand? Energy from renewable sources. These are often the most efficient and cost-effective.
Gate with the inscription "Customs," viewed from below against a blue sky.
投資戦略

What US tariffs could mean for some of Europe’s largest companies

If US President Donald Trump's promised higher import tariffs are enacted, world trade will be significantly affected. But some industries are better placed than others to weather the storm.
Four robotic arms operate on a system, with additional automated processes running in the background.
投資戦略

The transformative force of industrial automation

As automation and robotics become more sophisticated, they're proving even better at helping manufacturing businesses to meet their global challenges.
A person, seen from behind, sits wearing headphones in front of multiple screens in a dimly lit office.
投資戦略

Cybersecurity - increasing importance, impressive growth potential

The constant rise in cyber-attacks means that robust cybersecurity is no longer a nice-to-have; it's a necessity. This presents growing opportunities for companies in the business of helping organisations to protect themselves.
A man in protective gear works at a workbench in a factory setting, with welding sparks flying as he works.
投資戦略

How steel - decarbonised - can be part of the solution

Steel will remain essential for the transition to a greener future. So decarbonising the manufacturing process of this key material for many renewable energy technologies is vital for reducing CO2 emissions from supply chains.
A dome-shaped mountain rises from the forest, with blue sky in the background.
投資戦略

Outlook 2025

It's been a strong year for many asset classes globally, as the global economy has demonstrated resilience in the face of continued, if moderate, inflation. Rising geopolitical risks do pose a concern, but strategic fiscal policies and a broadening earnings recovery are creating a positive...
On a busy street in a big city at night, an electronic display shows a series of numbers.
投資戦略

Should investors worry about ballooning government debt in advanced economies?

The quick answer is: Yes, but not necessarily in the near-term. Long-term debt sustainability is an issue, and temporary spikes in government bond yields may become more common. But it's not a reason for investors to avoid bonds altogether.
Factory smokestack with cloud of smoke against the sky
投資戦略

A counter-intuitive approach to the climate challenge

Often, investors who care about sustainability steer clear of high-carbon-emitting companies. But there can be value in investing in firms willing to transform their businesses to make a contribution to decarbonisation.
A sterile-looking room, crammed with massive electronics, glows with a blue-ish light.
投資戦略

Investing in data centres, the factories of the digital age

The inexorable move to digitalisation, driven by technological breakthroughs like artificial intelligence and cloud computing, is propelling investment in the physical infrastructure needed to process and store all the newly created data.

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