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Rich Pickings podcast: Preparing portfolios for climate risks
What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all get…
2 years, 10 months ago
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions…
2 years, 11 months ago
Rich Pickings: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economi…
3 years ago
Trade Offs | Bunge: The Analysis
Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bung…
3 years ago
Trade Offs | Bunge: The Interview
From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means inf…
3 years ago
Trade Offs | Serco: The Interview
Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company…
3 years, 1 month ago
Trade Offs | Serco: The Analysis
Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a ver…
3 years, 1 month ago
Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023
Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority?
For answers to t…
3 years, 1 month ago
The Investor's Guide to China: China's reopening and supply chains (#19)
After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many o…
3 years, 1 month ago
Trade Offs | Baker Hughes: The Interview
Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports trad…
3 years, 1 month ago