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Analysis

Looking at COP27: The divide between developed and developing economies

01 November 2022 • By Silvia Dall’Angelo • 1 min read

Looking at COP27: The divide between developed and developing economies

The global economy is stuttering under the weight of back-to-back and mutually reinforcing supply shocks. While the recovery from the COVID-related re...

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Looking at COP27: The divide between developed and developing economies

The risk framework: Sentiment, positioning and valuation

There are countless books on financial theory that explore the idea of risk as volatility. This academic concept has real world implications and it is...

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Looking at COP27: The divide between developed and developing economies

Tough times call for quality stocks but finding them is harder than it looks

The sell-off in equity markets this year has many investors naturally looking for a defensive strategy. One such option is to shift into quality compa...

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Looking at COP27: The divide between developed and developing economies

All signposts point to sustainable growth in Asia

Asia will be key in deciding the future of our planet. By next year, the region is forecast to account for more than half of global economic growth. ...

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Looking at COP27: The divide between developed and developing economies

Dealing with net zero's mining dilemma

How miners manage the social, political, and environmental risks of their operations will be crucial to the industry’s ability to deliver metals tha...

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Looking at COP27: The divide between developed and developing economies

Climate protection requires more mining — not less

Mining companies are indispensable for achieving the net zero target for CO2 emissions. This requires even more mining than is currently being done. U...

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Looking at COP27: The divide between developed and developing economies

Active interest in thematic ETFs

Market conditions have tested the appeal of thematic ETFs, but their ability to deliver diversification, megatrend exposure and outcomes for investors...

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Looking at COP27: The divide between developed and developing economies

The very real risk of greenwashing

The term “greenwashing” was coined by environmentalist Jay Westerveld in 1986 when he claimed that the hotel industry was falsely promoting the re...

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Looking at COP27: The divide between developed and developing economies

Getting real about inflation

A higher-than-anticipated August US consumer price index result showed that inflation in the world’s largest economy is stubbornly high and investor...

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Looking at COP27: The divide between developed and developing economies

Tough times call for quality stocks, but finding them can be harder than it looks

The sell-off in equity markets has many investors naturally looking for a defensive strategy. One such option is to shift into quality companies that ...

READ MORE