Is Big Tech leading the charge towards renewable energy & electrification?
Whilst in lockdown many of us used Amazon’s services to keep us entertained. We look at the company as a case study and analyse why they have been so successful. Will this continue and what can companies learn from them?
Weekly webinar series: Getting back to the future
We’re back for our final Analyst webinar series of the year, and in light of an uncertain 18 months, we’d like to focus on getting ‘Back to The Future’. Our Analysts will be discussing current key topics as well as looking into the sectors they believe will be impacting your client’s portfolio over the coming years.
Getting back to the future: Asia and Emerging Markets
We revisited this popular topic from our last webinar series. Carly Moorhouse, Fund Research Analyst and Sanjay Patel, Equity Research Analyst, discussed the ‘Made in China in 2025’ plan, supply chain diversification into India and Vietnam, as well as investment into factory automation & robotics.
Getting back to the future: Inflation vs Deflation
With interest rates rises potentially on the horizon, the question on every investor’s mind is, ‘are we heading towards a period of high growth and inflation, or will a deflationary environment take us back to where we were before?’