1049 insights found

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

Fixed income

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 ...

Research & Investment Strategy

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Research & Investment Strategy

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Fixed income

Liquidity in a crisis: Comparing the credit market response in 2020 and 2008

The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Fixed income

Coronavirus and emerging markets: A three-tier challenge

The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.

Why central banks want to introduce a digital currency – and the potential risks

Why could central bank digital currencies soon become a reality - and what are the hurdles to overcome?

Business and climate change: The great disruptor

Climate change is about to upend the corporate world. Firms must react fast, says The Economist

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