Insights Hub
977 insights found
09 March 2020
In need of new coordinates
With 6,387 cases reported to the WHO as we write these lines on Sunday, the infection rate (cases/total population) in Italy is almost twice as large as in China (0.1 per 1,000 against 0.058), assumi ...
06 March 2020
COVID-19 : Understanding the impact on investments
Given the impact the coronavirus has had on markets so far, the short-term outlook remains very uncertain, particularly around when the virus infection rate will peak.
06 March 2020
Tomorrow Augmented: Bringing an ‘impact’ mindset to listed equities
It’s time to rethink the purpose of investing. As investors, we have often been presented with a false-choice narrative – either focus on financial performance or try to affect societal or env ...
06 March 2020
How responsible investing standards and policies affect returns
The asset management industry has traditionally adhered to the notion that excluding certain companies from investment portfolios based on sustainability considerations linked to certain business act ...
06 March 2020
Global / Local
There are more and more tensions between a “global” economic model and a “local” one. Politics has shifted towards the local and the emergence of the COVID-19 virus has exacerbated it.
04 March 2020
Coronavirus – 28 days later
On 5 February we published our first tentative assessment of what Covid-19 might mean for the global economy. At that time, there were 24,500 cases reported globally, of which 220 were reported outsi ...
02 March 2020
Trying to think beyond the trough
The first macro data on China reflecting the state of the economy since the start of the epidemic is trickling in and the collapse in the official composite Purchasing Management Index in February, t ...
28 February 2020
Staying Home
To paraphrase The Smiths, “I would go out tonight, but I haven’t got a mask to wear”. The unfolding economic crisis is the result of people staying home, not travelling or going to work either becaus ...
27 February 2020
February Investment Strategy - Central bank put, again…
Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...
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