Latest insights

With the infrastructure sector poised for growth after a tumultuous period caused by the pandemic and subsequent inflationary boom, which areas could offer investment opportunities?

AI is accelerating scientific research, infrastructure development, communications and finance, as well as contributing to the fight against climate change

According to the Institute for Economics & Peace, there are 56 active conflicts in the world, the greatest number since the end of World War II. Increasingly complex geopolitics and ReArm Europe are keeping investors on our toes, analytically.

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.

Donald Trump’s re-election as president of the United States has sparked concerns about his potential impact on key sustainability topics, notably climate action.

China dominates the entire value chain for electric transport motors. The European Union has imposed provisional tariffs to protect its regional auto industry from ‘dumping’, or unfair pricing, of subsidized electric vehicle imports from China. Yet the EU is actively attempting to accelerate the uptake of EVs to meet its 2035 emissions targets.

Two years after the adoption of the Kunming-Montreal Agreement, the progress on global biodiversity goals remains mixed. Despite commitments, a limited number of countries (44 out of 196) have submitted their National Biodiversity Strategies and Action Plans. The parties have agreed to submit their plans as soon as possible, with a global review scheduled for COP17 and COP19.