Insights Hub
912 insights found
19 November 2019
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 fun ...
22 October 2019
Private Rented Sector: resilient income underpinned by demographics and urbanisation
Major cities are amongst the most prohibitively expensive places to live in the world and yet continued urbanisation is a trend that is expected to persist for the foreseeable future.
18 November 2019
Video Insight: Logistics
In our new video, we discuss the findings of our recent whitepaper 'Logistics: retailers' new front office' and the fundamental shift in the retailer model towards omnichannel platforms.
18 November 2019
Green transition and monetary policy
Watching the wavelets: while the dataflow is inconclusive, investors and central banks are still waiting for signals from Mr Trump and Mr Xi.
14 November 2019
UK faces Brexit-fuelled General Election – what happens next?
The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.
13 November 2019
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 financial conc ...
11 November 2019
Mood music
Sometimes central banks are lucky. We expressed last week our concerns over whether the Federal Reserve had provided enough of a pre-emptive accommodation to afford a pause, but we have had some posi ...
08 November 2019
A very British bounce?
There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.
08 November 2019
Cyber Monday: 4 reasons online sales are surging
Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.
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