Ten European surprises for Asian investors
The continent hosts world-beating companies with competitive advantages which underpin robust growth and sustainable shareholder returns.
Why the 21st century belongs to Asian investors
There is a huge shift in economic activity towards the east, all of which requires financing.
Investment Themes – December 2019
In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles, Japan and its changing demographics, the future for China, recession fears and Equities versus credit in 2020.
Disruptive technologies challenge traditional infrastructure approach
Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
Asset Allocation Monthly
View the latest Asset Allocation Update