Graph of the week US inflation, higher and more persistent (again)
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise…
11/02/22
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Insights 1776
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Research finds US firms talk cheap on climate change
Here is the second in our series of regular articles on current academic research into a range of sustainable investment…
10/02/22
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Weekly investment update Not so uneventful
As has often been the case recently, most market observers expected the ECB meeting on 3 February to be another…
10/02/22
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Asset allocation No surprise!
Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise.…
10/02/22
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Equity factor investing - Sunshine after the storm
After a particularly difficult 2020, 2021 proved favourable for multi-factor equity strategies investing in the cheapest, most profitable and least…
09/02/22
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Disruptive tech Far-reaching changes that have further to go
The extensive changes in how we work, consume and communicate over the last few years have augmented disruption from information…
08/02/22
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US vs. Europe inflation Same, but different
In recent weeks, it has become clear that both the US and European economies are confronted with a secular rise…
07/02/22
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US vs. Europe inflation A tale of two continents
Following the US Federal Reserve’s lead, central banks in Europe turned hawkish in the first week of February. Our inflation-linked…
07/02/22
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Markets Vim, vigour and volatility
Equity markets got out of the blocks enthusiastically as 2022 started, but had their wings clipped as it became clear…
04/02/22
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Chinas debt vulnerability Defying dire predictions
Despite rising corporate defaults, China’s overall debt dynamics have not deteriorated. Its economic fundamentals appear strong enough to contain a…
04/02/22