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Nearshoring offers golden opportunity for Mexican economy
Fund manager Thomas Smith takes a look at the unique opportunity for the Mexican economy from nearshoring as a broad range of sectors and companies stand to benefit from supply chain reorganisation
Why World Water Day matters
On World Water Day fund manager Simon Clements discusses why improving the management of water is a key theme for the Sustainable Future team
Opportunities from secular growth trends
John Husselbee explains why the cyclical trends of the past few years are returning to more normalised levels and it is structural growth trends that should be driving portfolio construction.
The impact of climate change on cocoa prices
Climate change and, specifically, severe weather events have seen global cocoa prices soar to almost $10,000 a tonne this month – setting the scene for an expensive Easter for confectionary fans.
Bitcoin and gamified investments
Bitcoin’s surge to a new all-time high has revived debate over its worth as an investment tool. In this snapshot, we look at why Bitcoin has risen so sharply and examine what investment gamification actually means.
In this episode, Tom is joined by James to explore the business of nuclear energy. From power plants to uranium mines, the whole industry has entered the limelight and for good reason.
Global Infusions Podcast
The Business of Weight Loss
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In this episode, Tom and Hong explore the business of losing weight. From gym subscriptions to new wonder drugs, the industry is changing like never before.
Global Infusions Podcast
The Business of Champagne
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In this special festive episode, Tom and Tinger explore the business of Champagne. From exploding bottles to illegal balloons, you will never look at this go-to celebratory drink the same way again.