Environmental challenges - Invest for your future, act for the planet
Wednesday 21 September 2022
As global populations continue to grow, there is an ever increasing demand for energy, food and other necessities.
The need for solutions to scarce resources has never been greater.
By analysing the structural opportunities presented by Environmental Challenges, thematic investors can identify companies that could most likely benefit and contribute within various relevant and investable sub-themes.
Time to refocus on bonds - Rethinking portfolios after the great repricing
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space.
Italy election: no major surprise from the polls, maybe positive for markets
Investment Talks - September 2022
ECB raises its rates and commits to do more in the next meetings