Sharing insights

The China Briefing

China’s 2025 risk / reward outlook

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.

Two-Minute Tech

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.

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.

Outlook 2025: New ways to diversify

As the focus moves from the US election to tariffs and trade wars, a supportive yet volatile market environment encourages investors to explore more “medium risk” opportunities in fixed income or private markets.