838 insights found

New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

The changing climate for sustainable investment

This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

Sol y Viento

Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.

GME Theory

Retail money is having more of an influence on stock market trading these days, because there is so much of it.

Investing in 2021: Reason to be cheerful - and fearful

The news flow since the start of the year has arguably not given us many reasons to be cheerful.

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