Insights Hub
935 insights found
17 December 2019
December Investment Strategy - It is getting (a bit) clearer
Good news on two major headwinds which defined 2019: trade war, and Brexit.
16 December 2019
The year is ending better than it started
Boris Johnson’s ample victory gives him ample leeway to move away from his campaign rhetoric and secure a decent Free Trade Agreement with the EU.
13 December 2019
Into the roaring 20s?
Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy continue ...
13 December 2019
Johnson wins UK General Election - Brexit and the cost of election promises
The UK outlook under a renewed Tory government
09 December 2019
Avoiding the worst, not expecting the best
ECB: communication realignment is failing for now. The public debate is pre-empting the “strategy review” as Lagarde is readying for her first post-Council press conference.
06 December 2019
Lebanon in the eye of the storm
Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...
06 December 2019
ESG and intangibles: Driving value creation across companies
Demonstrating the value of robustly integrating environmental, social and governance (ESG) factors into investing is critical to the success and credibility of responsible investment.
06 December 2019
A view from the markets – UK set for stability
Politics will remain a key driver of market volatility in the coming year given a new UK government, the US election and potential political change in Germany. Yet beyond these events, the medium-ter ...
03 December 2019
Investment Strategy
Cautious optimism on global growth may finally be the catalyst for some US dollar weakness in 2020.
1
2
...
104
