New episode of 07/31 11:18 AM
New episode of 07/31 11:18 AM
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for ... Read more
31 Jul 2023
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15mins
Talking Heads – Where do we stand on sustainability?
Talking Heads – Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors re... Read more
24 Jul 2023
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13mins
Uncapped impact: Plug Power and the hydrogen economy
Uncapped impact: Plug Power and the hydrogen economy
Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the th... Read more
20 Jul 2023
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32mins
Talking Heads – Mid-year outlook: “Is it different this time?”
Talking Heads – Mid-year outlook: “Is it different this time?”
What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for eco... Read more
17 Jul 2023
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16mins
Talking Heads – Water, water, solutions needed everywhere
Talking Heads – Water, water, solutions needed everywhere
Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate c... Read more
10 Jul 2023
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13mins
Talking Heads – Using behavioural insights for better investment decisions
Talking Heads – Using behavioural insights for better investment decisions
The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role ... Read more
3 Jul 2023
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9mins
Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally
Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally
Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets. Listen to th... Read more
26 Jun 2023
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13mins
Talking Heads – How and why investors are using thematic investing
Talking Heads – How and why investors are using thematic investing
Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature a... Read more
19 Jun 2023
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15mins
Talking Heads – Tapping private markets for the ecological transition and impact
Talking Heads – Tapping private markets for the ecological transition and impact
While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide ra... Read more
13 Jun 2023
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13mins
Talking Heads – Household loans, an alternative asset class that improves the mix
Talking Heads – Household loans, an alternative asset class that improves the mix
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alterna... Read more
5 Jun 2023
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12mins