Global

Highlight

Strategy & economics

04NOV 2019

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

2019

OCTOBER

22OCT 2019

Strategy & economics

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

15OCT 2019

Strategy & economics

Infographic: A snapshot of the world economy in October 2019

In this month’s infographic we look at how the UK economy might react to different Brexit scenarios.

14OCT 2019

Strategy & economics

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

14OCT 2019

Strategy & economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

14OCT 2019

Responsible investing

Infographic: Sustainability Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

07OCT 2019

Talking points

What does disruption mean for investors?

In this short video, Alex Tedder discusses the opportunities that disruption and innovation bring for investors.

03OCT 2019

Strategy & economics

The three fastest-growing trends in healthcare

With new insight into diseases and a multitude of new medicines being developed, it is an interesting time to be investing in healthcare. Here are three of the three fastest-growing trends.

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com