1291 insights found

Research & Investment Strategy

Europe’s path to net zero

Deciphering Europe’s ambitions, actions and ability to reach net zero

Equities

Perspectives Global Equities

Economy and markets: Vaccines and stimulus support investor sentiment

Equities

Global Factor Views

Macroeconomic and equity market backdrop

Responsible investment

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive

Macrocast
10 minute read

Message in a bottleneck?

The disappointing US labor market data last week are read in the wider context of supply-side bottlenecks, which could fuel the debate on tapering.

Iggo's insight

A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Fixed income

Inflation is hot news in 2021, but a cool down may be round the corner

Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.

Macrocast
10 minute read

The Atlantic gap widened

While the US GDP is less than 1% below its pre-pandemic level, the Euro area fell back in recession.

Multi Asset

Multi-Asset Investment Views – April 2021

In this quarterly video, Serge Pizem, Global Head of Multi-Asset Investments, shares his views on the global economic outlook.