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Commodities Energy Carbon emissions Inflation Volatility Asset allocation ESG Climate Event replay
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2022 Asia Pacific Investment Forum: The energy complex
What do the rapidly accelerating tensions in the energy and commodity complex mean for investors? Discover three expert insights from our 2022 Asia Investment Forum.
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2023-09-30
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Top of Mind Inflation Commodities Asset allocation Energy Article
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Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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Adam Berger, CFA

David Chang, CFA

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Article
2023-08-31
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Outlook Volatility Inflation Income Active management Opportunities and risks Asset allocation Interest rates Digital transformation Carbon emissions Energy Multi-asset Commodities Article
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Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
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Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-12-31
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