Farming for a better future
Regenerative farming is unique among other sustainable and organic farming systems in that it focuses on quantitative, measurable outcomes, and without dogmatically prescribing how those outcomes should be achieved.
Fund Radar: Defence stocks benefit from conflict
Investors are spotting opportunities in defence companies, particularly given the continued military support for Ukraine and significant increases in European defence budgets. Long-term revenue prospects appear stable, driven by the ongoing maintenance of military equipment and the need to replenish supplies.
Regenerative farming: can you do well and do good?
We believe that investors must become active in the transition to a more sustainable food and agricultural system and that farmland should play a more important role in institutional investment portfolios
RBC BlueBay - Here comes the boom
BlueBay Chief Investment Officer, Mark Dowding presents his week weekly macro commentary
Starlink: broadband from above
Starlink is making high-speed internet available to millions of people who would otherwise lack access to a stable, fast connection.
Navigating Market Extremes: The ever so important role of diversification
Equity markets have reached extreme levels of market concentration. This is largely the result of a few mega-cap companies with stellar stock performance. It is important in these types of markets to continue to seek diversification strategies.
RBC BlueBay - The US election and clean energy
How could the result of the US election shape climate action?
What do Invesco's political strategists think about the 2024 US presidential race?
As Kamala Harris becomes the Democratic nominee for President, the race for the White House and control of Congress is intensifying.
RBC BlueBay - In praise of unconstrained investing
We discuss why the diverse universe of Emerging markets debt benefits from an unconstrained approach.
Fund Radar: corporate bonds are attractive, popular, and expensive
The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight spreads. However, recent history reminds us that spreads can easily double during a recession.