Markets could get bumpy as monetary policy normalises, and as the pandemic’s destabilising impacts continue to ripple through the global economy. Philip Saunders and Sahil Mahtani explore the investment outlook across asset classes and regions.
If the world is to achieve net zero, investors’ current approaches to allocating capital must change. We examine the flaws in asset managers’ and owners’ interpretation, which has led them to set portfolio-level carbon targets that will stymie global net zero ambitions.
A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?
Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic drivers is the basis of good investment thinking.
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