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Sustainable Equities Boutique
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Viewpoint | Read | 4 min

Reasons for optimism in emerging-market equities

Despite current headwinds, emerging-market equities are ripe with opportunity for active long-term investors. Valuations appear attractive relative to developed markets, the gap in GDP growth between EM and developed countries is expected to widen again from next year, and a resurgence in China has the potential to spur a strong comeback in EM equities.

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Sustainable Equities Boutique
Viewpoint | Read | 6 min

As Russian gas evaporates, swapping pipelines for smart solutions

Vladimir Lenin believed that “Soviet power plus the electrification of the whole country” would lead to triumph over the west. His namesake in today’s Kremlin is using gas exports as an economic weapon. Europe is looking for technological solutions such as heat pumps to wriggle out of the Russian bear’s warm embrace.

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Sustainable Equities Boutique
Viewpoint | Read | 3 min

China – green shoots of market stabilization

The lockdown in Shanghai is sending shockwaves through markets while the Chinese government is trying to handle the health crisis without losing face. Still, things seem to have stabilized, and there are hopes that the leadership will crank up the economy. Markets would benefit, and so could stock pickers, according to our mtx equity experts.

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