Thought Leadership


Whitepaper on Arisaig stewardship module - Arisaig Partners
ESG integration has been an integral part of the investment process since the beginning of Arisaig. How this has been executed has evolved over time, but…
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Five-year plan boosts China’s transition to ‘high quality’ growth - Jupiter Asset Management
Vincent Che, Fund Manager, Ping An, explains why he is optimistic about the outlook for China in 2021.
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ESG investing: what to expect in 2021 and beyond - Franklin Templeton
A podcast by Franklin Templeton
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Emerging markets equity outlook 2021 - RBC Global Asset Management
This report explores the RBC Emerging Markets team's areas of research throughout the year and displays the team's active engagement with companies and…
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Picking up speed in the shift to digital - Jupiter Asset Management
Some thoughts on the digital economy from Brinton Johns of NZS Capital.
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ESG investing part 2: the ownership phase - Fidante
ESG investing: operational excellence in real assets part 2: the ownership phase.
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A rising tide guaranteed to lift all boats? Jupiter Asset Management
In 2021 a weaker US dollar should encourage outward capital flows and be the reflationary vaccine the global economy sorely needs says Jupiter's Mark Nash.
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Pack it in: investing in the race to ditch plastics - Rize ETF
The packaging market is in expansion, therefore leading to more and more waste. In 2017, packaging waste in Europe reached a record: an average of 173…
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Will the 2020s take us back to the 1970s? - Jupiter Asset Management
Talib Sheikh and Mark Richards of Jupiter Asset Management preview 2021.
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Three key growth areas in cybersecurity for 2021 and beyond - Rize ETF
2020 marked an inflection point for the cybersecurity sector and fundamentally changed how governments, companies and individuals secure themselves online.
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