From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common - strong competitive advantages.
Our fixed income team provide their weekly snapshot of market events.
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China.
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Signs indicate sterling’s ascent has begun in earnest. How soon before it reaches $1.50?
With $60 billion of outstanding corporate bonds, the business is among the largest non-financial IG issuers, and it wants to reduce its leverage. But with that being unlikely anytime soon, investors have a decision to make.
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates
News and views on the issues impacting the world of sustainable investing, including the US Inflation Reduction Act and record global temperatures, and a focus on 'our ageing world'.
