Insights Hub
848 insights found
Spring unleashed
The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.
Putting ESG to work: A case study in the telecoms sector
The global policy and regulatory environment is changing fast, pushing companies towards more sustainable practices and encouraging investors to change too.
Responsible investing, sustainability and ESG: Debunking the myths
The socioeconomic impact of 2020’s coronavirus pandemic has been gargantuan. But the watershed year has galvanised governments, policymakers and individuals in terms of taking greater action, to ensu ...
Net Zero Emissions through investments: Road testing a pilot for intermediary target setting
Climate change is providing challenges for investors in every corner of financial markets. Perhaps the most fundamental of these lies in understanding how our portfolios align with the global goals d ...
Real rates and factor performance
US 10-year Treasury yields have risen by more than 0.70% so far in 2021.
Stronger, faster, louder
Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.
China: Path to ‘Net-Zero’
How the world’s largest emitter plans to become carbon neutral
Red hot
After anticipating economic recovery (it’s coming) markets are now trying to front-run the next phase of the cycle. In doing so they have priced in higher inflation and are testing the timing of the ...
Why agility is key to navigating China’s equity market
Investing in emerging market assets brings with it various distinctive risks. When it comes to China, the country’s scale and political system give investors perhaps more issues to weigh up than almo ...
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