infrastructure
Specialist
Changing demographics in developed nations, a growing demand for both digital and physical infrastructure, and renewed interest in good corporate behaviour are set to rule 2016 and beyond.
22 January 2016
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2 min read
Economics
The Paris Climate Agreement, struck last month, changes the lens through which governments, companies and investors view the future. Bruce Jenkyn-Jones, head of listed equities at Impax Asset Management, analyses the agreement's impact on investment....
07 January 2016
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4 min read
Asia
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
24 November 2015
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2 min read
Asia
Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.
13 November 2015
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2 min read
UK
The message at this stage of the economic cycle, or any stage, is 'buyer beware'.
13 November 2015
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2 min read
Asia
Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management
09 November 2015
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5 min read
