Active equity

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.

Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.

Smart cities need to strike a delicate balance between deploying transformative power of AI and big data and reducing high tech's growing environmental impact.

Find out what kind of lifestyle changes urban planners and inhabitants should make in order for cities to meet the Paris climate goals.

Carbon dioxide removal is a burgeoning technology that is now increasingly considered vital to achieving net zero goals.

When it comes to emerging market equities investment, local insights can help create significant additional value.

The pressing challenge of urbanisation takes the centre stage in this year's forum where participants emphasise the need for collaborative efforts, innovative financing and transformative approaches.

Why EM Inc is in a unique position to accelerate the global energy transition.

Emerging market equities could help investors tap into the next wave of the AI boom.

Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design.

The shape of travel is shifting. The offering is moving increasingly upmarket, in part to capture the business travellers who are tacking on days of leisure to their trips.

Different forces are at work on emerging market economies. Thinking about them across various dimensions helps to make sense of how their equity markets have and are likely to perform.

Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also those that can improve their impact through active ownership.

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand.

US tech firms Nvidia and Microsoft have understandably become AI darlings. But investors looking to capitalise on advances in machine learning should also take a close look at emerging markets.