Japan: we’re more convinced than ever

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Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?

Health and Well-Being – longer lives, healthier lives

Doctor looking through microscope

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.

European growth has dipped, but a US recession is only postponed

Yellow tram on bridge

Despite a technical recession, there are many positives for Europe.

Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren

Computer chip

Künstliche Intelligenz (KI) gibt es schon seit Jahrzehnten, doch erst in den letzten eineinhalb Jahren hat sie ihr Schattendasein peu à peu hinter sich gelassen

Play the AI boom through chips and shovels

Computer chip

Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?

What does a higher inflation world mean for dividends?

Heightened inflation will make it more complicated to identify sustainable dividend growers.

Identifying key sustainable themes for 2023 and beyond

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

The digitalisation of everything

Woman holding cellphone

Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.

Dreigliedrige Strategie: Dekarbonisierung, Verteidigung und Deglobalisierung

Map in purple and blue

Frieden ist wie Zement: Seine positiven Eigenschaften sind vielleicht nicht immer klar zu erkennen, aber er hält alles zusammen. Er ist das Fundament für die geopolitischen Rahmenbedingungen und die Märkte, die aufgrund der unerwarteten Ereignisse der vergangenen Wochen und deren wohl noch auf Jahre zu verspürenden Folgen bis ins Mark erschüttert worden sind.

Investing with impact in mind – 3 years of our SDG Engagement Global Equity Strategy

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Using the SDGs as a roadmap to a better future and a framework for investing with a view to delivering positive impact alongside financial returns.