Think Tank

The demand from businesses for clean energy is increasing as competitive costs provide an edge over fossil fuels. In addition, prospects for electric cars remains solid as new models and stimuli continue to provide tailwinds.

In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Norbert Ruecker, Head of Economics & Next Generation Research, and Roberto Cominotto, Equity Analyst, explain the outlook for energy transition, looking at clean energy and its sustainability in the long term.

The US presidential elections could be a closer call than Democratic candidate Biden's lead in polls suggests. Which party will hold the legislative power is also a big question. How will local asset in the Americas react? And what is the smart way for investors to position their portfolios ahead of 3 November?

Various measures of economic openness have either flattened or decreased in the last decade and the question remains whether globalisation has peaked. In this context, there are traits in companies, recognised by our experts, that could profit from such a scenario.

Asia Real Estate Investment Trusts (REITs) offer exposure to the region’s structural economic growth by generating attractive returns over time through asset appreciation and regular distribution.

In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Mark Matthews, Head of Research Asia, and Jen-Ai Chua, Equity Research Asia at Julius Baer, discuss how REITs can be appropriate for investors with all investment horizons.

Combining purpose and performance is something that can be achieved seamlessly in nearly every investment decision. Over time, investors can increase their returns by investing in companies that responsibly manage their impact on the communities and natural environments in which they operate.

In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Yvonne Suter, Head of Corporate Sustainability and Responsible Investment, and Silvia Wegmann, Head of Sustainable Investment Solutions, discuss about the relevance and future stance of a holistic approach when assessing potential investments.