Reading time: 3 minutes
The roads of tomorrow will look nothing like those of today.
Reflecting rapid technological innovation, the global automotive sector is on the cusp of profound change over the next few decades. These changes include the transition to low-emission electric and hydrogen-powered motors, automated driving,

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Thanks to improvements in smartphones, mobile networks and payments technology, the traditional bank-centric payments system – based around cash and plastic credit cards – is increasingly being disrupted by faster, cheaper and often more secure mobile-based systems.
Across emerging markets, and among the young within developed markets especially,

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Healthcare stocks understandably have received a lot of attention over the past 18 months.
The arrival of COVID-19 vaccines promised a return to a (more) normal life, and as the vaccine rollout began, companies like Pfizer, Moderna, and AstraZeneca dominated headlines – not just for their success in producing a vaccine,

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‘During the gold rush it’s a good time to be in the pick and shovel business’ – Mark Twain
Digital assets such as Bitcoin have been described as the next technological revolution on the scale of the internet¹.

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When thinking of continental Europe, images of a slow-moving, conflict-torn bloc may emerge, and investors may look elsewhere for growth opportunities. However, with the hangover of Brexit beginning to fade, a change of government in Germany and leadership on the global green agenda,

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Reading time: 4 minutes
Fast-food enthusiasts may have heard that in England, McDonald’s recently ran out of milkshakes and Nando’s had to close a number of stores due to a chicken shortage. Has the world gone mad with panic-buying yet again?
Global food prices have been on the rise,

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In 2020, China announced to the world that it would join the race to lower carbon emissions. It pledged to reach peak emissions before 2030 and achieve carbon neutrality before 2060. This falls roughly in line with the other two global heavyweights pledging carbon neutrality,

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Despite India’s economy being relatively hard hit by COVID-19 over the past year, its stock market has been among the strongest performers. Helping underpin the Indian market outlook has been continued strong growth in the economy and corporate earnings. Indian companies that score highly on ‘quality’ metrics such as return on equity have also continued to demonstrate their relatively good performance within the Indian market.

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Over the long term, ‘high-quality’ companies have tended to outperform the more cyclically exposed areas of the market as investors have searched for companies with lower debt, more consistent earnings and stronger profitability, offering dependable, secular growth in a low-growth world.
This is visible when comparing historical returns of an index of high-quality global companies to the broad global market over the past decade.

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Commodity markets including metals and energy sectors have been on a wild ride over the last 18 months. A synchronised global lockdown in the first quarter of 2020 hit global commodity markets hard and led to WTI oil future prices trading below zero for the first time in history (which we wrote about previously here).

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