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Equities
Global Thematics strategy - The sequential macroeconomic improvement suggest that conditions are improving – a message underlined by many corporates
- 06 July 2020 (7 min read)
Technology
Global Technology strategy - Business conditions troughed in April and has been improving since
- 06 July 2020 (7 min read)
Technology
Robotech strategy - We see interesting scenarios where robotics and automation technologies are accelerating
- 06 July 2020 (7 min read)
Equities
Clean Economy strategy - Year to date in Europe, electric vehicle share within new car sales doubled that in 2019
- 06 July 2020 (5 min read)
Equities
Digital Economy strategy - The overall tone of company meetings we attended in June was encouraging
- 06 July 2020 (3 min read)
Technology
Longevity Economy strategy - Continued long term focus as earnings reveal the extent of the pandemic’s impact
- 06 July 2020 (7 min read)
Technology
What is the future of a cashless society in a post-COVID-19 world?
- 29 June 2020 (5 min read)
Future Trends
Six big ideas: what Joseph Stiglitz wants investors to know about the pandemic
- 23 June 2020 (10 min read)
Equities
UK Mid Cap strategy - UK Mid Cap companies continue to outperform their large cap counterparts
- 18 June 2020 (5 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.