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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
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 ...
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
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.
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 ...
Phase over?
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
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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