Transition investing
Investment opportunities in the shift to a low-carbon economy. This portal brings clarity to transition investing - offering specialist knowledge, expert views and real-world stories of transition in action.
Robust US economic data and higher inflation made for a volatile end to the year in bond markets, pushing up yields and strengthening the US dollar. A more hawkish tone from the Federal Reserve further dented optimism around the path of interest rate cuts, resulting in a more subdued end to an otherwise strong year for equity markets.
Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
With the US powering on and China perhaps turning a corner, a global recovery appears to be building. Explore our investment outlooks and hear our portfolio managers discuss where they believe the smart money will be going this year – and what they’ll be steering clear of.
Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
With the US powering on and China perhaps turning a corner, a global recovery appears to be building. Explore our investment outlooks and hear our portfolio managers discuss where they believe the smart money will be going this year – and what they’ll be steering clear of.
With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie.