Geopolitical gyrations hit markets
Global equities fell by almost three percent in February (MSCI AC World index in US dollar terms) as investor alarm…
08/03/22
Search results
Insights 1776
-
Article
-
Article
Asset allocation monthly Strong inflation currents
Russia’s invasion of Ukraine and heightened geopolitical tensions have led to steep falls in local assets, sent commodity prices soaring…
08/03/22
-
Article
Asset allocation highlights A fresh wave of inflation
Russia’s conflict with Ukraine and the resulting geopolitical tensions have prompted sharp falls in local assets, a shift to a…
08/03/22
-
Article
Graphs of the week The spectre of stagflation
Russia’s invasion of the Ukraine is a new, exogenous supply shock for the global economy. Financial markets are now anticipating…
08/03/22
-
International Womens Day Getting on board with diversity
International Women’s Day 2022 is an opportune moment to stress the importance of equality and inclusive growth and its role…
07/03/22
-
Article
Weekly investment update A cascade of reappraisals
After initial stupefaction, financial markets embarked on a pronounced flight towards safe haven assets in the first week of March.…
03/03/22
-
Article
Solvency II review to strengthen insurance sector
Now awaiting passage into law is a major review of the 2016 Solvency II regulation governing the solvency capital requirements…
02/03/22
-
White paper
Solvency II review Adjusting the dial, but no revolution
A major review of the Solvency II regulation governing the solvency capital requirements of European insurers should ensure the sector…
01/03/22
-
Podcast
Talking heads Testing times for corporate bonds
Heightened market volatility and uncertainty over the pace at which the ECB will unwind its bond purchases are the main…
28/02/22
-
Article
Greenflation Navigating the climate policy, oil price and inflation nexus
Given the relationship between climate policies, oil prices and inflation and the difficulties in managing inflation through interest rate policy,…
24/02/22