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
Capitalising on strong trends
Infrastructure has become a crucial building block in many investors’ portfolios, and Storebrand is no exception. Globally, the asset class has grown by 18% annually since 2010, yet the need for new infrastructure investments remains substantial.
Consider This: ECB leads the rate-cutting charge
Following the ECB's latest rate cut, Kim Catechis, David Zahn and William Vaughan weigh in on the potential for further dovish shifts if the eurozone economic slowdown persists.
Navigating the Green Frontier
You are part of the Storebrand Asset Management sustainability team, as the Head of Climate and Environment - what does a typical workday look like for you?
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.
The US presidential election and the innovation ecosystem
The 2024 US presidential election could have broad and enduring implications for how and where innovation thrives, and for America’s continued leadership in new and emerging technologies.
RBC BlueBay - The US election and clean energy
How could the result of the US election shape climate action?