ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
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ESG math isn’t so straightforward as it seems
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Read time- 5 min.
01.12.2021
Are you wrong about Japan?
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Read time- 6 min.
01.12.2021
Asia Pacific for income & growth – but be selective
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Read time- 5 min.
01.12.2021
Why 2022 could be a good year for Chinese equities
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
Read time- 6 min.
01.12.2021
CoCos remain an oasis in the yield desert
CoCos remain an oasis in the yield desert
Luca Evangelisti discusses inflation, risk and the outlook for contingent capital, or CoCos, a type of fixed-interest bond issued by banks and financial institutions.
Read time- 5 min.
01.12.2021
Tightening into a slowdown: central banks risk policy mistake
Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected which could have a disastrous impact on global economic growth.
Read time- 6 min.
01.12.2021
US may set the tone for 2022, but solutions set the pace
US may set the tone for 2022, but solutions set the pace
Rhys Petheram, Head of Environmental solutions and Jon Wallace, Fund Manager, Environmental Solutions explain why the outlook for environmental investing is dependent on the US, and uncover six key themes set to define 2022.
Read time- 6 min.
01.12.2021
The post-pandemic world will mark a new era
The post-pandemic world will mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Read time- 4 min.
01.12.2021
Emerging markets in 2022: headwinds to become tailwinds
Emerging markets in 2022: headwinds to become tailwinds
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
Read time- 5 min.
01.12.2021
European outlook: four megathemes
European outlook: four megathemes
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
Read time- 5 min.
01.12.2021
Financials fighting to find opportunities in the next digital revolution
Financials fighting to find opportunities in the next digital revolution
Banks are fighting back against fintech companies by embracing innovation, poaching top tech talent, and changing their ways of working says Guy de Blonay, Head of Global Financials and Innovation.
Read time- 5 min.
01.12.2021
Our hopes for people, planet and profit
Our hopes for people, planet and profit
Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman of Jupiter’s Global Sustainable Equity strategy, set out the progress they would like to see in 2022 and in years ahead on climate change, inequality and biodiversity.
Read time- 5 min.
01.12.2021
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