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Global Factor Views
Macroeconomic and equity market backdrop
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
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
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.
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.
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
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.
EU Taxonomy: a pathway to superior corporate sustainability
Climate change is arguably the greatest challenge the world currently faces.