966 insights found

Macrocast

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.

Iggo's insight

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 ...

Research & Investment Strategy

13 February 2020

Coronavirus – impact on Asia

The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets

Research & Investment Strategy

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 ...

Real assets

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

Multi Asset

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 ...

Macrocast

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 ...

Iggo's insight

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.

Fixed income

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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