826 insights found

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Climate Alignment Principles: How to invest in line with a +1.5˚C goal

As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions.

COVID-19: Investors find new ways to drive positive social outcomes

The COVID-19 pandemic has put corporate ESG practices in the spotlight.

10 minute read

Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets

Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

India: Growth returns, but challenges remain

Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook

What investors should expect in 2021: The key areas shaping markets

Most of us are understandably looking forward to seeing 2020 in the rear-view mirror.

See the light

Stock markets reached record highs before the Thanksgiving holiday.