838 insights found
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.
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.
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.