Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.
As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.
According to the USDA, total U.S. farm output tripled from 1984 to 2021, largely driven by advancements in technology such as precision agriculture, automation, and improved crop genetics.
Employment paying workers below the official poverty line is a global issue. We engage with companies on adopting living wages to help address this issue.
Due to both escalating trade tensions – most notably between the US and China – and its growing importance for the rapid development and implementation of AI, the semiconductor industry is currently top of the list of talking points for many market participants.
Higher tariffs planned by Donald Trump against China, Mexico and other big trading partners could shake up global trade patterns. But we think trade finance can adapt to a more protectionist global landscape as businesses continue to need financing for domestic and cross-border deals.
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