The Insights
At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles cover everything from the here and now in our Market reviews, to short and long reads about the fundamentals of investing, as well as unique thought pieces from leading fund managers in The Opinion, and much more.
International Women’s Day 2022 – Female fund manager spotlight
With International Women's Day around the corner, we wanted to shine a light on the female fund managers on Tillit!
Read moreQuarterly investment review - Q1 2022
As we go into 2022, we look at how different asset classes and stock markets have been performing, which funds and sectors have been the winners and losers in the last quarter of 2021 and what’s on the mind of some of our fund managers.
Read moreThe future of cities
Pandemics are not new to cities. We can look as far back as 430BC when the Plague of Athens devastated the city-state, or more recently to Spanish flu in the early 20th century. In every crisis, cities do what they do best – innovate. These dramatic events led to innovations such as running water, sanitation, sewers and open space, all of which led to disease rates falling dramatically. The COVID-19 pandemic will be no different. Cities will innovate, invest and emerge stronger. But it has prompted the question: What does the city of the future look like?
Read moreMaking an impact in emerging markets
As the dust settles after the Glasgow COP26 meeting, it is clear that emerging markets and particularly the two largest players of China and India have emerged with their reputations tarnished. Despite India’s major announcements at the start of the meeting, its insistence along with China to adapt the wording to “phase down” rather than “phase out” unabated coal power stole the headlines. Should we characterise these countries as the villains in the fight against climate change or is the situation more nuanced? What implications, if any, does this have for the future of ESG and sustainable investing in emerging markets?
Read moreQuarterly investment review - Q4 2021
As we go into the final quarter of 2021, we look at how different asset classes and stock markets have been performing, which funds and sectors have been the winners and losers over the past quarter and what’s on the minds of some of our fund managers.
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