Blog

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In Depth
The Difference Hedging Costs Make for China...

The dramatic drop in hedging costs increases attractiveness...

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In Depth
2021 Stewardship Annual Report

We’ve built a stewardship platform to reflect our...

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Perspectives
Monthly Commentary: Too Early for Fed “Pivot”...

It appears U.S. inflation has peaked, but the...

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In Depth
Many Megatrends Depend on Semiconductors. What’s Happening...

Governments are competing with each other to ensure...

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Perspectives
Water, Water, Everywhere?

Addressing water scarcity — a global issue already...

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In Depth
Pendal Agree Acquisition Proposal from Perpetual

An important announcement to clients from J O Hambro’s...

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In Depth
The SEC’s Imperfect Solution to an Important...

Our reaction to the SEC’s proposed rules on...

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In Depth
PM Perspectives

In this inaugural edition of PM Perspectives, we...

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Perspectives
Out of the Labyrinth: Managing Limited-Price Indexation...

Limited-price indexation pension increases are challenging to hedge...

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Perspectives
3 Pockets of Pessimism …

The cycle and the spreads: 23 August 2022...

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