Insights Hub
966 insights found
17 February 2020
Perceptions matter
Last week Beijing moved from counting only those for whom the test detected the genetic signature of the virus to those whose clinical signs are consistent with Covid-19 infection.
14 February 2020
Love and life
The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...
13 February 2020
Coronavirus – impact on Asia
The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets
10 February 2020
Coronavirus – tracking the path, anticipating the impact
Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...
10 February 2020
Video Insight - PRS: resilient income underpinned by demographics and urbanisation
In our new video, we discuss the findings of our recent whitepaper focused on the Private Rented Sector
10 February 2020
2020’s potential winners and losers: Choose your asset classes wisely
Despite a backdrop of concern over the threat of a potential recession, 2019 was a stellar year for equity markets - and bond markets to a certain degree. We now enter 2020 optimistic – albeit ...
10 February 2020
Macrocast - The price of investment
The Iowa primaries did not provide much clarity on how the US presidential race is shaping up. Donald Trump has had a good start to 2020, and we note that the White House has been quite conciliatory ...
07 February 2020
Can you rely on bonds?
The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.
05 February 2020
Why high-yield bonds are an alternative to equity investments
As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking that cross-asset class view can allow for some ...
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