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.
In stark contrast to the deteriorating fiscal health of some the world’s most advanced economies, examples of positive reform-driven progress can be found across emerging market economies. Argentina is key among these. Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts this remarkable turnaround story and considers the broader lessons for emerging market debt investors.
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.