Insights Hub
977 insights found
27 January 2020
Autopilot down, back to manual
The news-flow has turned more challenging, between the coronavirus crisis in China and concerning noises from the US administration on the trade relationship with the EU.
24 January 2020
Be Responsible
The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals an ...
23 January 2020
Multi-Asset Investments views – February 2020 – The market is climbing a wall of worry
We continue to overweight equities as positive developments (Central banks easing, Phase 1 Trade Deal signature, Brexit ) release some pressure and should allow global growth to navigate a soft landi ...
22 January 2020
January Investment Strategy - Reining in animal spirits
The world economy is breathing better but is not ready for a sprint.
20 January 2020
The delicate art of ghostbusting
The ghosts in the machine: zombie firms, unable to cover their debt servicing costs with their current earnings, can significantly deplete potential growth.
17 January 2020
Cautiously Optimistic
It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...
16 January 2020
Bank of England signals January rate cut
• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.
15 January 2020
US-China: A silver lining in a strained relationship
A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...
13 January 2020
Previewing the Strategy Review
The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...
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