Investment Insights

Investment Insights

Release Date

‏الحلقات

Talking Heads - Sustainability now the core driver of GDP growth in Asia

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, nature conservation, and greater ...  عرض المزيد

Talking Heads - Emerging market debt likely to keep basking in the sun

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week’s podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectations for the dollar, US moneta ...  عرض المزيد

Talking Heads - Getting China back on the path to sustainable growth

Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. Listen to Chi Lo, Global Market Strategist, and Chief Mar ...  عرض المزيد

Talking Heads - Highlighting the role of natural capital in portfolios

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy Craig, Co-Head of the Investment Insights Centre ...  عرض المزيد

Talking Heads - Getting the best out of the quality factor in European equities

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality ...  عرض المزيد