Investment Insights

Listen to this Talking heads podcast with Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, and Andrey Zarur, CEO and co-founder of GreenLight Biosciences. They discuss how tailored mRNA molecules can work as safe, effective and specific tools to control pests, while preserving biodiversity and pollinators and keeping large amounts of food from spoiling as a result of fungus infestation (currently, this causes 40% of food waste).

Senior investment specialist for global equities Ramon Esteruelas briefs chief market strategist Daniel Morris on four books he has read on climate change. The books discuss the relevance of climate change science and the reliability of projections, the availability of adaptive and mitigating solutions and breakthroughs, the long road to net zero, and the need for a rethink on growth.

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Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against disease and to safeguard human health, all depend in part on chemical solutions. Today is no different. Yet resistance to chemicals is rising rapidly, exacerbated by climate change and ecosystem degradation. In the second of this series, Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, talk to Andrey Zarur, CEO and co-founder of GreenLight Biosciences, about how his company is using RNA technology to create a new generation of chemical free pest control methods. They consider the benefits of such innovations including enhanced food and biodiversity security, as well as the growing role investors can play in this area. The uncapped impact series brings you up close and personal with our Environmental Strategies Group and businesses that, regardless of their size, are making a big impact.

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Listen to this Talking heads podcast with senior equities portfolio manager Jonathan Barnett and chief market strategist Daniel Morris as they discuss the prospects for secular growth in an industry that enables users to save on costs, access real-time business data, tailor their customer experience and generally improve efficiency. As Jonathan points out, for a company to be best-in-class these days, it needs to have best-in-class IT systems and that includes cloud computing.

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Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. They discuss the absence of a direct and immediate link between higher interest rates and the performance of real estate debt and the defensive characteristics of the asset class. Among other things, its solidity derives from some of the pandemic-induced structural changes, including a shift in office use and greater demand for suburban properties.

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Listen to this Talking heads podcast with senior portfolio managers David Favier and Olivier Boutoille and Daniel Morris, chief market strategist. They firstly discuss the current market environment before focusing on the advantages of investing in these floating rate instruments that offer varied risk/returns profiles for investors.

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Listen to the Talking heads podcast with Laurent Gueunier, head of real assets, SME lending and structured finance, as he discusses the ins and outs of lending to small and medium-sized companies with chief market strategist Daniel Morris. Resilient sectors currently on his radar include technology, healthcare, business services and education.

Listen to this Talking heads podcast with portfolio manager Agne Rackauskaite as she discusses the challenges with Andrew Craig, co-head Investment Insights Centre. Beyond the war in Ukraine, the challenges ahead range from population growth to climate change. Agne highlights the benefits of a shift to more resource-efficient plant-based foods, better packaging and sophisticated irrigation and harvest technologies – and the related investment opportunities.

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Listen to this Talking heads podcast with portfolio manager Agne Rackauskaite as she discusses the challenges with Andrew Craig, co-head Investment Insights Centre. Beyond the war in Ukraine, the challenges ahead range from population growth to climate change. Agne highlights the benefits of a shift to more resource-efficient plant-based foods, better packaging and sophisticated irrigation and harvest technologies – and the related investment opportunities.

In this Talking heads podcast, Pierre Moulin, global head of products and strategic marketing, discusses the upcoming “positive revolution in the way investment products are distributed” with chief market strategist Daniel Morris.

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