Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by teams specialized in emerging markets and impact investing.
Global Environmental Change strategy impact report 2022: Renewables with prospects in a gas-deprived world
Conviction Equities Boutique
Renewables with prospects in a gas-deprived world
The renewables industry looks set to benefit from tightening regulation in the European Union, or a recently signed US law aiming to decarbonize the US power sector. The nascent “clean energy” industry, which encompasses areas such as electric vehicles, batteries, or hydrogen produced in a sustainable manner, opens new opportunities for investors as well.
In the Global Environmental Change Strategy 2022 impact report, we explain an active manager’s approach to impact investing and how our holdings, through their products and services, provide solutions in clean energy infrastructure, clean water, building technology, low-emission transportation, resource efficient industry and life cycle management.
Related insights
Conviction Equities Boutique
Time to adapt?
Adaptation solutions are becoming more popular given the increased frequency and severity of extreme weather events. While we see the benefits, we urge investors to remember that prevention is better than cure, and mitigation remains vital if we are to ensure a better future for all.
Conviction Equities Boutique
Emerging market equities are more domestic than you think
Emerging market (EM) equities are more domestically driven than commonly assumed. Companies in the MSCI EM Index derive over 60% of revenues in their home markets. And they could further reduce their dependence on exports in the future. We illustrate the reasons.
Conviction Equities Boutique
Does the China stock market rally have legs?
The driving force behind this performance is the Chinese tech sector, fuelled by hopes that a larger adoption of AI could boost earnings. A confirmation of improved earnings, the resurgence of consumption confidence and sequential stabilization of the overall economy will be needed to solidify and extend the recent rally.
Conviction Equities Boutique
Simpler and cleaner: profitable opportunities from efficiency
Energy and resource efficiency is often underappreciated, but it has played a pivotal role in driving global emissions lower. Explore how we can benefit from the diverse opportunity set that efficiency brings, and why we believe its importance is set to continue.
Conviction Equities Boutique
Three trends key for thematic investing in 2025
Artificial intelligence (AI) is transforming our world at breakneck speed to boost its users’ productivity gains in various industries. The associated need for innovation, resources, and infrastructure investments, reinforced by politics and demographics, positions the providers of convincing solutions as potential future winners.
Conviction Equities Boutique
DeepSeek’s strong new AI model – AI’s Sputnik moment?
Shares in Nvidia and ASML have plummeted due to concerns that Chinese AI startup DeepSeek's new model could disrupt the current AI business model. DeepSeek's R1 model, released on January 20, exhibits performance similar to top US large language models (LLMs), but at a fraction of the cost.