1323 insights found

Research & Investment Strategy

June Global Macro Monthly - The European green deal

US developments dominate international markets. The Fed adopted a more hawkish tone at its latest policy meeting.

Research & Investment Strategy

June OpEd - On the dot

Monthly Investment Strategy Oped

Fixed income

London Calling: the latest on bonds and the Fed (again)

It’s said in London that you can wait for 20 minutes for a red bus, then three come along at once.

Responsible investment
7 minute read

Did 2020 deliver a premium for the top ESG equities?

There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic events ...

Fixed income
10 minute read

Institutional investors can look to new diversification opportunities in the pandemic recovery

The global economy is recovering from the worst of the damage done by the COVID pandemic.

Responsible investment

A wake up call for the energy sector? The IEA’s path to net zero

The energy industry lies at the centre of any attempt to deliver on the goals of the Paris Agreement on climate change.

Macrocast
10 minute read

Aligning Incentives

More than the message from the “median Fed forecaster” we focus on the polarization within the FOMC. We remain in the “it’s a transitory” camp on inflation, but we reiterate our view that US real rat ...

Iggo's insight

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

The Evolving Economy

Digital trending, with even more growth on the horizon

Shifts in consumer behaviour and online retail highlight certain trends are here to stay