Road to 2030
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.
Prepare for re-entry: the challenges of normalisation
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.
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How to keep trucking in a net zero world
Who is racing ahead in the EV transition? Passenger cars have got a head start, but trucks – responsible for 8% of global GHG emissions – are key drivers in the journey to net zero.
Investing for a world of change