Achieving Sustainability

Sustainable investing in 2025: five themes to watch

After a year dominated by elections, 2025 will be framed by the aftershocks. We explore five topics that will influence sustainable investing in 2025.

The China Briefing

China’s 2025 risk / reward outlook

Embracing Disruption

Cyber threats will last beyond Cyber Monday

Cyber Monday in 2024 will likely end up being the year’s biggest shopping day – and one of the most vulnerable for consumers and companies.

Achieving Sustainability

COP 29 Review - is COP burnt out?

COP 29 closed amid comparisons with an equally acrimonious COP 15 in 2009. The tripling of climate finance commitments merely masks heightened tensions between developed and developing nations, evident ambition gaps, and ongoing absence of detail. In short, the COP format appears increasingly unable to match the ambitions of the 2015 Paris Agreement.

Technology needs an ecosystem. That’s the opportunity

With megatrends like Artificial Intelligence and ‘digital Darwinism’ disrupting the business landscape, the Technology sector is poised to remain a key driver for equity markets and a crucial element in client portfolios in the decades to come.

Navigating market concentration as sustainable investors

One of the defining features of equity markets over recent years has been extremely high levels of index concentration, with the so-called “Magnificent Seven” making up around a third of the total market capitalization of the S&P 500.