The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.


Why despite a global shortage, we expect continued growth in the semiconductor sector

A shortage of semiconductors is causing supply chain issues across the globe – but we believe that stronger demand and continued innovation remain beneficial for the chip manufacturing industr ...

Six things you need to know about the clean hydrogen economy - and why Europe is committed to it

Brussels has launched an ambitious plan for energy system integration to help Europe become carbon free by 2050.

Giving up carbs: What is the cheapest way to cut carbon?

Carbon taxes, trading or other tools: Bill Gates is the latest to grapple with a thorny question, the Economist says.

The value of corporate governance in a more sustainable world

How governance is increasingly influenced by investors engaging with companies about their impact on the world.

Machine learning and factor investing, part II

How machine learning can help identify moats - competitive advantages that could allow firms to achieve sustainable long-term value creation.

Why green energy is nowhere near bubble territory

Rising valuations for clean energy companies highlights the importance of fundamental analysis and a considered view

Why less carbon means stronger growth for the global economy

We are at the start of a transitioning period towards a lower carbon economy, which doesn’t mean less economic growth - it means more.

What impact could robotic surgery have on the future of healthcare?

Technological advancements have seen the application of surgical robots broaden over time to include general surgery and delicate operations

Why COVID-19 could be a tipping point for sustainable investing

COVID-19 has been a big wake-up call on the potentially enormous economic threats posed by non-financial risks.