Environmental thematic investing set for strong growth in 2022
While 2020 was one of the best years for pure environmental thematic investing, with the segment up by more than…
25/01/22
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Insights 1776
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Article
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Article
Fixed income outlook - Fed playing catch-up
How do the Federal Reserve’s forecasts for the US economy compare with its – modest – projections for the fed…
24/01/22
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Article
Fixed income highlights - Policy divergence
In our fixed income outlook, we contrast the Federal Reserve’s forecasts for the US economy against its – modest –…
24/01/22
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Podcast
Talking heads Financing sustainable development
To tackle poverty, climate change and improved access to, for example, education, central banks and governments need to rethink fiscal…
24/01/22
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To address climate change, we need to address social inequality
Two of the largest challenges society faces today – climate change and social inequality – can benefit from a joint…
21/01/22
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Video
Diversified private credit It is about financing growth
Investing in diversified private credit means gaining access to the stable cash flows and contained volatility of a broad range…
21/01/22
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Article
Weekly investment update Please welcome the new normal
Financial markets have continued to adjust to less accommodative monetary policies, leaving behind the era of ‘lower for longer’ yields.…
20/01/22
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Article
China outlook Some unconventional thoughts
While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less…
18/01/22
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Podcast
Talking heads A lot of value to be had in multi-sector fixed income
At first sight, tighter US monetary policy and stubbornly high US inflation does not seem an ideal mix for bonds.…
17/01/22
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Video
Environmental strategies Electrifying opportunities (video)
2022 is likely to see further efforts to limit energy consumption, reduce losses, use natural resources more efficiently and more…
14/01/22