Insights

Shaping the Future of Finance, Sustainably.

Discover key insights shaping today’s investment landscape, from market trends to sustainable strategies and long-term growth opportunities.

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Explore actionable insights and forward-thinking perspectives shaping asset allocation, risk management, and sustainable investing. Stay informed on the strategies that matter.

Coal powered industrial steam turbines boilers dominate African industrial facilities, responsible for everyday items such as food, beverage plastics and

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INSIGHTS

Recycled Solar Panels

The dark side of solar describes the impending waste mountain as PV panel deployments ramps ...

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INSIGHTS

All Aboard the Clean Industrial Revolution

THE NAVIGATE CIRCULAR CARBON ECONOMY PLATFORM It’s difficult to avoid what would appear to be ...

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INSIGHTS

Cutting the Big 5 to Size: Manufacturing

Manufacturing accounts for 29% of global emissions and affords one of the most stubborn of ...

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INSIGHTS

Cutting the Big 5 to size: Electricity Generation, Plant Power

However, the substitution of fossil fuels is not limited to agriculture. Whilst having the benefits ...

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INSIGHTS

Cutting the Big 5 to size: Agriculture, Miracle Growth Compound

The very seeds which we sow and then how we proceed to cultivate them, has ...

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INSIGHTS

Cutting the Big 5 Down to Size: Low Carbon Infra

LOW CARBON INFRASTRUCTURE: THE ROAD TO REDEMPTION During COVID, as we literally turned off the ...

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INSIGHTS

Cutting the Big 5 down to size Transportation: Plastic Fantastic

Transportation is a notable emitter at 15% of emissions, has already witnessed huge disruption both ...

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INSIGHTS

Leveraging Electrons as a Feedstock

The electricity grid is no longer merely a conduit. It is becoming a factory. Power-to-X ...

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INSIGHTS

Solar’s Next Headache: The Coming E-Waste Wave

Solar panels have been a rare success story in the energy transition. Costs have plummeted, ...

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INSIGHTS

Pyrolysis: Turning Trash into Treasure

Waste has always been a problem humans try to ignore. Now, thanks to pyrolysis, it ...

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INSIGHTS

Asset Allocation Bulletin: Bump and Grind

TARIFF TALK TEMPERED The markets have regained their composure, and then some, having digested the ...

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AGENTS OF CHANGE

What is The Energy Transition

” We believe that many of the ‘big winners’ in the years to come will ...

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AlphaPredictor® Strategy

‘Quality’ ETF’s Have Unique Sensitivities To The Business Cycle

Since we have heard a lot of talk about investing in ‘quality’ lately from active ...

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INSIGHTS

Rethinking Asset Allocation

ALPHAPREDICTOR STRATEGIES: RETHINKING ASSET ALLOCATION In a financial world where change is the only constant, ...

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AlphaPredictor® Strategy

Alphapredictor® Indices

A Risk Targeted Approach to Multi-Asset with the AlphaPredictor Target Risk Indices Multi-asset strategies continue ...

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INSIGHTS

MPS Bulletin: The Virtue of a Proportionate Response

Whilst Donald Trump may not be well versed in the treaties of David Ricardo, and ...

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INSIGHTS

MPS Bulletin: Deep Heat

AI stocks have received something of a bloody nose, as the Chinese upstart DeepSeek has ...

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INSIGHTS

MPS Update: Superficially Sentient and the Magnificent Bribe

In a remarkably prescient piece, the social critic Earnest Mumford in ‘Technics and the Nature ...

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INSIGHTS

MPS Bulletin: Santa Falls

As widely anticipated, the Federal Reserve reduced the official interest rate by 0.25% in the ...

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INSIGHTS

MPS Bulletin: The Bull Market nobody is talking about

Often described as a chameleon asset, (one whose performance can be influenced by ever changing ...

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INSIGHTS

Asset Allocation Bulletin – Starting Gun

This was one of Lenin’s weeks – when a decade’s worth of events all fell ...

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INSIGHTS

Regime Change: Taking Tech Down

SUMMARY Our Quad Regime has indicated a change in ‘regime’ – moving from ‘Reflation’ to ...

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INSIGHTS

Asset allocation trends – May 2024 update

The importance of getting the asset allocation decisions right has long been engrained in the ...

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INSIGHTS

6 Trends in Asset Management Outsourcing

As the asset management industry continues to evolve and face new challenges, outsourcing investment management ...

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INSIGHTS

Kami-Kwasi Budget

Last week the new UK Chancellor Kwasi Kwarteng announced a “mini-budget” package of tax cuts, ...

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INSIGHTS

Central Banks Conundrum

ACADEMIC RESEARCH HAS BEEN SUPPORTIVE FOR INVESTOR INTEREST The root causes for such a high ...

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INSIGHTS

Is It Simply A Two Sided Coin?

THE DEBATE OVER ACTIVE AND PASSIVE MANAGEMENT INTRODUCTION Given the recent flows that passive investments ...

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INSIGHTS

The King Dollar

MOST INDIVIDUALS ARE INDIFFERENT TO CHANGES IN VALUATIONS OF CURRENCIES; AND IT IS ONLY WHEN ...

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