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Investing in a time of war

By Simon Edelsten, Artemis Fund Managers

Embark Adviser newsletter

As individuals, the most we can do is watch in horror and sympathy at what is unfolding in Ukraine – perhaps also with some anxiety. In the modern world the economic impacts of war ripple far and none of us can escape untouched.

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Macroscope: The Chinese have pivoted and no one else has noticed

By Iain Cunningham, Portfolio Manager, Ninety One

Embark Adviser newsletter

While many economies in the West were grappling with rising inflation and endless debate around tapering, 2021 was deemed a “window of opportunity” by Xi Jinping for policy makers to address challenging structural imbalances within the Chinese economy...

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How impact changes investing

By Laurence Witherington, Investment Writer, BlackRock

Embark Adviser newsletter

Eric Rice, Head of Impact Investing within BlackRock Fundamental Equities talked to Sir Ronald Cohen, the highly regarded ‘father of impact investing’ and author of the new book Impact: Reshaping Capitalism to Drive Real Change.

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Japan: hiding in plain sight

By Carl Vine, Portfolio Manager, M&G

Embark Adviser newsletter

Japanese equities have been performing rather well in recent years. In fact, over the past ten years the TOPIX generated a compound annual total return of 13%, in local currency terms... well above the mid-single digit returns of other markets. 

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China Seeks self-sufficiency amid slowing growth

By Columbia Threadneedle Investments

Embark Adviser newsletter

Beijing’s new strategy of self-dependent growth must also balance stabilising highly leveraged sectors, such as property, with maintaining sufficient employment for social stability. Will 2021’s policy surprises catch investors unaware?

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Sustainable equities: maintain focus on long term secular growth

By Hamish Chamberlayne, CFA Head of Global Sustainable Equities and Portfolio Manager, Janus Henderson

Embark Adviser newsletter

Why could investors be wrong-footed in 2022? Powerful secular growth trends of digitalisation and electrification should dominate the market narrative over the next decade as decarbonisation of the global economy gathers pace.

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