969 insights found

Research & Investment Strategy

27 February 2020

February Investment Strategy - Central bank put, again…

Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...

Macrocast

24 February 2020

Plan B, C, D...,Z

We started our Macrocast last week with the news that the Chinese authorities had changed the way new covid-19 cases are counted in Hubei, and we would need to start with the same point today, with a ...

Research & Investment Strategy

19 February 2020

Tomorrow Augmented: What is the 2019 Word of the Year?

Last year we revealed our inaugural Word of the Year by using our proprietary natural language processing (NLP) framework

Macrocast

17 February 2020

Perceptions matter

Last week Beijing moved from counting only those for whom the test detected the genetic signature of the virus to those whose clinical signs are consistent with Covid-19 infection.

Iggo's insight

14 February 2020

Love and life

The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...

Research & Investment Strategy

13 February 2020

Coronavirus – impact on Asia

The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets

Research & Investment Strategy

10 February 2020

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...

Real assets

10 February 2020

Video Insight - PRS: resilient income underpinned by demographics and urbanisation

In our new video, we discuss the findings of our recent whitepaper focused on the Private Rented Sector

Multi Asset

10 February 2020

2020’s potential winners and losers: Choose your asset classes wisely

Despite a backdrop of concern over the threat of a potential recession, 2019 was a stellar year for equity markets - and bond markets to a certain degree. We now enter 2020 optimistic – albeit ...

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