Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
Energy
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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BNP Paribas launches Article 9 climate fund
Firm hopes to raise €500-700m (£430-602m) from investors
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Generation next: The future of responsible investing
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
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US Solar Fund shareholders approve new manager and policy changes
Motions were passed with 89.6% of votes in favour
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Cohen & Steers’ Rosenlicht: Investors must look beyond alternative energy to smooth returns
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
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Infrastructure investors set to turbocharge energy transition
The energy transition is increasingly being addressed through the infrastructure lens
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
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Five top-performing UK equity funds quietly achieving in an unloved sector
Using FE data, Portfolio Adviser shines a spotlight on the UK equity funds delivering the strongest, most reliable returns over the long term
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Information technology tops S&P 500 annual sector returns since 2010
According to a study from platform comparison provider InvestinGoal
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements