912 insights found

Responsible investment

19 November 2019

A European Climate Emergency Fund

The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term fun ...

Real assets

22 October 2019

Private Rented Sector: resilient income underpinned by demographics and urbanisation

Major cities are amongst the most prohibitively expensive places to live in the world and yet continued urbanisation is a trend that is expected to persist for the foreseeable future.

Real assets

18 November 2019

Video Insight: Logistics

In our new video, we discuss the findings of our recent whitepaper 'Logistics: retailers' new front office' and the fundamental shift in the retailer model towards omnichannel platforms.

Macrocast

18 November 2019

Green transition and monetary policy

Watching the wavelets: while the dataflow is inconclusive, investors and central banks are still waiting for signals from Mr Trump and Mr Xi.

Macro insights

14 November 2019

UK faces Brexit-fuelled General Election – what happens next?

The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.

Planet

13 November 2019

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could impact their investment portfolios. In addition to obvious financial conc ...

Macrocast

11 November 2019

Mood music

Sometimes central banks are lucky. We expressed last week our concerns over whether the Federal Reserve had provided enough of a pre-emptive accommodation to afford a pause, but we have had some posi ...

Iggo's insight

08 November 2019

A very British bounce?

There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.

The Evolving Economy

08 November 2019

Cyber Monday: 4 reasons online sales are surging

Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.

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