Sustainable and transition content for responsible investors
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
Key Takeaways Public market investors are rapidly pricing in AI disruption risk across wealth management and other verticals The risks to traditional fee structures are real, but core advantages s...
We believe the next peak in the OCR will not reach the most recent high point of 5.5%, which significantly weakened New Zealand’s economy. This suggests that even as cash rates rise, bond yields sh...
Effective AI governance incorporates material elements of data center risk and resilience, ensuring sites can withstand operating costs, energy constraints and downtime exposures.
The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.
Thomas Funk, Investment Director, Switzerland Equities, assesses the US Supreme Court’s landmark February ruling and its implications for the broader economic and market environment.
Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.
Our latest edition of the Japanese sustainable investment and futures report will help you better understand and track ESG momentum in Japan.
The current escalation in the Middle East has once again highlighted how geopolitical shocks can translate into material ESG risks that stretch well beyond short-term market volatility.
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