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Macroscope: The Chinese have pivoted and no one else has noticed

By Iain Cunningham, Portfolio Manager, Ninety One

Embark Adviser newsletter

While many economies in the West were grappling with rising inflation and endless debate around tapering, 2021 was deemed a “window of opportunity” by Xi Jinping for policy makers to address challenging structural imbalances within the Chinese economy...

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Inflation, rates and volatility to dominate in 2022

By John Husselbee, Head of Multi-Asset, Liontrust

Embark Adviser newsletter

With inflation at multi-decade highs in the UK and US, all eyes have been on central banks to see how far they might go to bring soaring prices under control, with concerns we may see more rate hikes than expected a large contributor to recent volatility. Will the narrative be all about rates?

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Climate change – time to consider a multi-asset investment strategy?

By abrdn Investments

Embark Adviser newsletter, ESG

With China now aiming to be carbon neutral by 2060 and companies making rapid progress in alternative energy technologies, we are on the cusp of a revolution... so how can investors access the climate theme?

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How impact changes investing

By Laurence Witherington, Investment Writer, BlackRock

Embark Adviser newsletter

Eric Rice, Head of Impact Investing within BlackRock Fundamental Equities talked to Sir Ronald Cohen, the highly regarded ‘father of impact investing’ and author of the new book Impact: Reshaping Capitalism to Drive Real Change.

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Plant-based foods fuelling growth

By Katherine Kelly, Research analyst, private markets, Specialist Research team, BNY Mellon

Embark Adviser newsletter

A boom in plant-based foods and advancements in farming technology could help boost environmental protections and create myriad opportunities for global investors.

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Japan: hiding in plain sight

By Carl Vine, Portfolio Manager, M&G

Embark Adviser newsletter

Japanese equities have been performing rather well in recent years. In fact, over the past ten years the TOPIX generated a compound annual total return of 13%, in local currency terms... well above the mid-single digit returns of other markets. 

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