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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...
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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.
Visualisation of a person with an electronic network superimposed over half of her head
投資戦略

Welcome to the world of Edge AI

Edge AI will bring a vast array of benefits to consumers and businesses by running artificial intelligence algorithms locally on phones and computers, rather than in the cloud. Among the results: apps with better availability, personalisation, privacy and security.
A small mushroom is growing on a tree trunk beneath a much larger one.
投資戦略

European small caps due for a renaissance?

With monetary policy and inflation moving in the right direction, undervalued smaller companies could benefit from a broad-based economic recovery.
A white plate with a fork and a medicine pen on a blue napkin.
投資戦略

Looking beyond obesity drugs

Weight-loss drugs are reducing the risk of obesity-related diseases like diabetes, stroke and hypertension, which is excellent news for patients. But how will this affect the pharma industry's sales of treatments for these conditions?
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投資戦略

Turning rubbish into riches

The shift to a circular economy promises to reduce waste and lower the world's carbon footprint. Companies involved in the circular economy are not only fighting climate change, they also offer attractive investment opportunities.
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投資戦略

Why DEI matters in equity investing

Diversity, equity and inclusion aren't just buzzwords. A growing body of evidence suggests that companies that score highly on these metrics also perform better.

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