We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.

In this week’s commentary we discuss low inflation in Japan.

When most countries are wrestling with rising inflation, Japan is the outlier.

We discuss the impact higher input prices are having on household sentiment, consumer behavior, and the service economy.

We discuss the old school industries giving the term FANG a new meaning.

In 2013, the investment world was introduced to the term FANG by CNBC’s Mad Money host.

In this week’s commentary we predict that a 2% inflation goal in the U.S. is not achievable for many years to come.

We discuss market reaction over the ongoing presidential election in France and provide an update on three of our French holdings.

Mobility is essential to our daily life and economic growth, yet moving people or goods from place to place has a great impact on the environment. In this week’s commentary we discuss the road to sustainable mobility.

In honour of World Water Day which took place on March 22, we discuss water scarcity and two companies we have exposure to in the water management sector.

In this week’s commentary, we discuss the rise of digital banking in emerging markets and how our holding Banco Regional is looking to leverage opportunities in this space.

Over the past year, the Chinese economy has undergone changes aimed at stabilizing the long-term sustainability of its economy.

In this week’s commentary we discuss the end of Australia’s streak as the longest period of economic growth in modern history, as well as our exposure to names in the Australian services industry.

In this special commentary we share our analysis of the impacts the current situation in Ukraine will have on financial markets and our portfolios.

In this week’s commentary we discuss the energy transition to renewables as a secular trend.

In this week’s commentary we discuss the rise of the metaverse and the emerging investment opportunities.

In this week’s commentary, we discuss Asia’s resilience during the pandemic, noting their challenges and various growth opportunities, which make it the fastest-growth region in the world.