Q&A: impact of the Russia-Ukraine conflict on emerging market debt

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

🕔15:34, 6.May 2022

In this Q&A, Kirstie Spence and Robert Burgess share their views on Russia, commodity prices and the impact of the conflict on emerging markets. How does the Russia-Ukraine conflict compare to previous periods of geopolitical instability? Kirstie: The current situation

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ESG Megatrends: Climate Change

ESG Megatrends: Climate Change

🕔13:17, 6.May 2022

Understanding the potential impact of climate change and the interaction between different stakeholders, initiatives, metrics, and tools presents challenges. There is a growing need for investors to understand the risks, opportunities and the impact on investment portfolios that come with

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De gezondheidscrisis heeft de investeringsmogelijkheden in security vertienvoudigd

De gezondheidscrisis heeft de investeringsmogelijkheden in security vertienvoudigd

🕔12:45, 6.May 2022

Ondernemingen die beveiligingsproblemen aanpakken, bieden aantrekkelijke lange-termijnopportuniteiten voor beleggers. Daarvan is Anjali Bastianpillai, Senior Product Specialist van de Securitystrategie bij Pictet Asset Management, stellig overtuigd: ‘Je veilig voelen is een menselijke basisbehoefte. Of het nu gaat om bescherming tegen cyberaanvallen,

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Investing amid exacerbating inflationary pressures

Investing amid exacerbating inflationary pressures

🕔10:08, 6.May 2022

What is your view on inflationary pressures and the outlook for global growth? Philip: Global growth was recovering strongly post-pandemic, particularly in the US and Europe. The inflation spike is going to dampen this growth, the ramifications of which depend

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Investing in Private Markets – History and Rationale

Investing in Private Markets – History and Rationale

🕔08:37, 6.May 2022

With the peak in inflation in the early 1980s, investors as a whole have benefitted from a secular fall in inflation, driven by structural factors including supportive demographics, globalisation, and productivity-enhancing technology investments. Undoubtedly, the technology revolution will continue with

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