Iggo's insight - Be Responsible

The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals...

January Investment Strategy - Reining in animal spirits

The world economy is breathing better but is not ready for a sprint.

Iggo's insight - Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point...

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of...

Iggo's insight - Growth better, returns maybe not.

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

Just Transition: Managing the social impact of a low-carbon transition

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

A European Climate Emergency Fund

The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term...

ESG and intangibles: Driving value creation across companies

Demonstrating the value of robustly integrating environmental, social and governance (ESG) factors into investing is critical to the success and credibility of responsible investment.

How are established global financial institutions investing in technology?

Changing consumer behaviour has led to global financial institutions (GFIs) investing more in technology.

Financing brown to green: Guidelines for Transition Bonds

Financing the fight against climate change needs to shift up a gear and evolve. Since the introduction of green bonds, capital markets have made great strides in recent years to ensure that...

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Iggo's Insight - Into the roaring 20s?

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy...

Iggo's Insight: A view from the markets – Taking the temperature

The consensus expectation is for flat line growth in the major economies. Investor expectation is that, short term, things get better.

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could
impact their investment portfolios. In addition to obvious...

Thematic equities in focus

After a strong first half of 2019, global equities were muted in the third quarter, with the MSCI All Country World Index delivering a neutral return of -0.03% in USD.

Iggo's Insight - A view from the markets – UK set for stability

Politics will remain a key driver of market volatility in the coming year given a new UK government, the US election and potential political change in Germany. Yet beyond these events, the...

Lebanon in the eye of the storm

Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed...