1275 insights found

Research & Investment Strategy

April Global Macro Monthly - Inflation to rise, but how fast and for how long?

Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.

Research & Investment Strategy

April Op-Ed - The return of inflation is a US story

Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US

Fixed income

The advantages of flexibility in fixed income

The past year has certainly shown the advantages of flexibility in fixed income.

Macrocast

Going for the green diagonal

We look at an understated aspect of the US administration’s “green conversion”, the role of the federal regulatory agencies, in the context of the US attempt to assert global leadership in the fight ...

Iggo's insight

A token price

Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.

Equities

UK plc: Coming out of COVID fighting

No nation emerged from 2020 economically unscathed, but the UK was hit harder than many, suffering the worst economic recession amongst the G7

Fixed income

The problem with credit indices

The UK institutional client base is reliant on fixed income securities to meet its long-term requirement for stable, long term, income-generating assets.

Research & Investment Strategy

Bank of Japan: Assessing the outcome of its strategic review

The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review

Multi Asset

Shifting from green and Chinese equities to US and Europe

In our view, over the short term, Chinese equities offer limited potential. However, over the medium term, the twin engines of gentrification and digitalisation could prove to be strong catalysts