Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts for the coming couple of years
Tomorrow: Reinvented is our exclusive webinar series. This webinar series, featuring world-class speakers, addresses a wide range of themes, from COVID-19's impact on the global economy to geopolitics and ESG, while debating how they, and more, could impact you as an investor.
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
1201 insights found
Some old favourite themes have been in focus this week as we took a breather from events in Washington.
RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc
US High Yield Market Review
The US high yield market (as represented by the ICE BofA Merrill Lynch US High Yield Index) produced a 6.17% return in 2020, slightly better than the yield-to-worst at the start of the year, and in-l ...
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
Biden’s Fiscal Reflation
We finally have a clear picture of the parliamentary parameters for Biden’s economic policy. The fiscal push may be a headache for the Fed, and we expect market pressure on the central bank to peak w ...
I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.
We take a step back and focus for the last Macrocast of 2020 on the new "big government" zeitgeist.
Climate Alignment Principles: How to invest in line with a +1.5˚C goal
As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions.