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Showing of Insights Posts
Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Article
2023-07-31
How behavioural finance analysis can help unearth hidden sustainability potential
Equity Portfolio Manager Tom Horsey shares his insights in how behavioural finance analysis can help unearth hidden sustainability potential.
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Article
2023-04-30
The full climate-investing opportunity
From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.
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Quick take
2022-10-31
Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
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ARTICLE
2023-02-28
How to reposition portfolios for inflation with listed infrastructure
With the risk of structurally higher inflation increasing, Tom Levering and Ken Baumgartner assess whether allocating to listed infrastructure may help mitigate the impact of inflation.
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ARTICLE
2023-01-31
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Article
2023-01-27