The insights

At Tillit we are big believers in learning and broadening our horizons. We also think that there is too much noise in the world of stock markets and investing today. Our focus is on the long-term and that is reflected in our various Insight articles, from opinion pieces to interviews and beginners’ guides, and even our market updates only come out quarterly.

The opinion

The future of cities

By Tom Walker - Co-head of Global Real Estate Securities, Schroders

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?

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The opinion

Making an impact in emerging markets

By Mike Sell - Head of Emerging Markets, Alquity

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?

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