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The Week: Hormuz Strait: déjà vu all over again
Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.
Author: Deke Smith
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European construction: Green shoots of growth?
Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.
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America at 250 in six charts
At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be…
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A unique market moment and the case for active judgement
As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.
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Resilience: the next phase of climate strategy
Aberdeen explains why active investors should focus on climate resilience.
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Climate realism: why infrastructure investing needs a policy lens
Aberdeen presents a more realistic view of how investors can support decarbonisation.
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Sustainable investing: why holdings matter more than screens
Moving beyond exclusions to understand real portfolio drivers.
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Energy systems in transition
Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.
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Why a just energy transition requires an all-systems approach
Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
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The AI paradox: from carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.