The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
Sam Livingstone, head of data science, explains why a highly developed data analytics capability is essential to ESG investing.
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Being prepared for the unexpected is a huge part of EMD investing. Alejandro Arevalo attempts to make sense of market moves, and explains how he aims to deliver alpha.
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.
Covid-19 is changing consumer behaviour, how can investors benefit? Do you expect a resurgence of inflation? How do you recognise great growth companies?