Chinas credit growth shows signs of recovery
Despite Beijing’s pledge to ease monetary policy further, financial markets are sceptical about how effective this would be in boosting…
29/03/22
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Insights 1776
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Article
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Podcast
Talking heads Putting cash to work in volatile markets
To help multi-asset portfolios cope with the geopolitical shock of Russia’s invasion of Ukraine, a move into cash can be…
28/03/22
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Article
Climate change and global security
Climate change is a threat to life on earth through its impact on livelihoods, health and income, and nature as…
25/03/22
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Article
Weekly investment update Shocks rotate and hawks call the tune for bonds
China’s stock markets saw huge volatility last week, with major falls followed by strong rebounds when the authorities weighed in…
24/03/22
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Article
Making the case for climate risk-adjusted refinancing operations
Here is the third in our series of regular articles on current academic research into a range of sustainable investment…
24/03/22
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Article
Value stocks still cheap relative to growth sector peers
We expect the environment in the coming few years to be unusually favourable for value relative to growth stocks. Multi-factor…
23/03/22
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Podcast
Talking heads Health and climate concerns drive water segment demand
Investing in water-related stocks means tapping into a multi-decade opportunity for growth and innovation. Demand in this segment stretches across…
22/03/22
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Podcast
Talking heads Geopolitical storm tugs at fixed income moorings
Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation…
21/03/22
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Securitisation A source of short-term investment diversification
After years of abundant liquidity and low interest rates, investors are becoming more and more attuned to a pending regime…
18/03/22
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Article
Recycling The circular economy can help accelerate the global post-Covid recovery
Global Recycling Day on 18 March is a timely reminder of how Covid-19 exposed many failures of a linear ‘take-make-dispose’…
18/03/22