1121 insights found

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

Iggo's insight

A new commodity boom

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

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.

Six things you need to know about the clean hydrogen economy - and why Europe is committed to it

Brussels has launched an ambitious plan for energy system integration to help Europe become carbon free by 2050.

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.

Responsible investment

The changing climate for sustainable investment

This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future

The Evolving Economy

What investors need to know about the clean economy

Governments, companies and consumers are assessing their environmental practices and developing new solutions, as the impact of climate change takes its toll on the planet.

Responsible investment

EU Taxonomy: a pathway to superior corporate sustainability

Climate change is arguably the greatest challenge the world currently faces.

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