Investment Outlook

Globalisation 2.0

Globalisation 2.0

Is globalisation advancing or stuttering? We debate why this question is back on the agenda and give our view on how a changing world order will affect investors.

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A New Economic Era

A New Economic Era

After 500 years, the central balance point of global wealth and power appears to be sliding once more towards the east, away from the G7 nations.
Nowhere is this pace of change more apparent than in Asia. What is the upshot for investors?

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Innovative Asia

Innovative China

Through globalisation 2.0 we are seeing a transition of economic might from west to east. We are also seeing a very welcome growth in innovative scientific and business thinking outside of the western hemisphere.

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The electric revolution stirring all industries

The Electric Revolution

In the face of rapidly altering energy consumption and production patterns, led by battery innovation and climate change, industries must adapt to changing customer demands and operational complexity. Out of this, strong areas of development - and lucrative investment opportunities – are bound to arise.

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Video summary on Asian opportunities

Cheuk Wan Fan, our Head of Investment Strategy for Asia, discusses exciting opportunities across Asia for investors and what it could mean for their portfolios.

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