“It’s been a fascinating week and one that clearly shows the speed with which the asset management industry will adopt ESG!”

“It’s been a fascinating week and one that clearly shows the speed with which the asset management industry will adopt ESG!” ...

Word of the Year

As we continue to develop our NLP stock-picking models, we have also been looking at the most recent changes in US companies’ quarterly results calls transcripts.

Why the consumer is king for thematic investors?

The consumer is king for thematic investors. Anne Tolmunen and Jeremy Gleeson explain why this is true across both developed and emerging markets.

Why earnings matter

Rosenberg Equities’ core investment belief is that earnings matter. Why? Because we believe that future earnings and fundamentals ultimately drive share prices.

Why companies must be flexible to survive

Companies in today’s environment must be flexible to survive. Understand why with Tom Riley and Dani Saurymper.

Why a Conservative victory is good news for UK equities

The UK reached a critical juncture on Thursday 12 December. It’s fair to say that the result of the general election has provided some much-needed impetus for UK businesses and consumers alike.

Where next for China's economy?

The Chinese economy stands at a fork in the road, with three possible paths leading to very different outcomes

When it comes to investment opportunity sets, size matters

While manager skill is an important ingredient to investment success, it is not the only one.

When innovation becomes investable

Distinguishing innovation from investment reality is crucial when investing. Dani Saurymper, Jeremy Gleeson and Tom Riley demonstrate how to tell the difference.

When does innovation become investable?

Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term...

When does innovation become investable?

Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term...

What you need to know about longevity in 9 charts

Increasing life expectancies are one of the greatest socioeconomic transformations of our time, with significant implications for companies and investors alike.

What you need to know about industrial robotics

The demand for industrial robots has accelerated due to the ongoing
trend towards automation and innovative technological advancements.

What we have learnt (painfully or otherwise) from 2017

A key concern for investors this year has been the ‘maturing’ business cycle in the US. With the economy entering its ninth year of expansion, the labour market approaching full employment and the...

What the rise of digital advertising means for investors

Companies are now spending more on digital advertising than TV advertising, reflecting the changing way in which consumers are accessing information about products and services.

What the rise of digital advertising means for investors

Companies are now spending more on digital advertising than traditional advertising, reflecting the changing way in which consumers are accessing information about products and services.

What investors need to know about clean technology

Consumers, governments and corporations are assessing their environmental practices, and developing new clean technologies, as the impact of climate change takes its toll on the planet.

What does the silver dollar mean for investors?

Older generations are an often overlooked driver of global spending. Discover what increasing longevity means for companies and consumption.

What do investors need to know about IPOs?

A raft of high-profile, silicon valley companies is predicted to sell their shares publicly this year via an IPO (initial public offering). This has invited much speculation of whether investors...

What do investors need to know about Initial Public Offering

A raft of high-profile, silicon valley companies is predicted to sell their shares publicly this year via an IPO (initial public offering). This has invited much speculation of whether investors...