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Global Resources - Monthly Update

Artikelübersicht | 22 December 2017

There was some divergence in the performance of commodity prices during November.

The customer is always right

Artikelübersicht | 29 December 2017

We think US utility investment opportunities remain abundant, driven by modernisation, electric vehicles and economic wind generation.

Global Listed Infrastructure - Monthly Update

Artikelübersicht | 28 December 2017

Global Listed Infrastructure declined in November, despite a backdrop of consistently healthy economic data.

Global Property Securities - 2018 Outlook

Artikelübersicht | 28 December 2017

2018 outlook: moderately rising interest rates will not materially impact property valuations.

First State Stewart Asia - China Client Note

Artikelübersicht | 6th December 2017

The 19th National Congress of the Communist Party, arguably the most important and widely anticipated event in China’s political diary, took place in mid-October.

Why we believe in electric vehicles and another oil cycle

Artikelübersicht | 24 November 2017

Here our Global Resources team share their assessment of the impact electric vehicles could have on energy markets.

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