Thematic investing myth 4: Not diverse enough?
Environmental thematic investing is not just about clean energy. The diversity of businesses that are focused on environmental solutions is…
05/11/21
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Insights 1776
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Article
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Article
Asset allocation highlights - Long Covid
Confidence in the growth outlook could wane in the short term, particularly given the recent weakness in China, ‘stagflation risk’,…
04/11/21
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Article
Weekly investment update Uncertain risk appetite in the marketplace
Mixed news reports have made investors unsure about their appetite for risk assets: Positive stories in the form of strong…
04/11/21
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Video
Asset allocation video Long Covid
Headwinds ahead: Worsening supply chain and labour market bottlenecks have slowed the recovery and the impact of the virus has…
04/11/21
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Article
Asset allocation monthly - Long Covid
The recent weakness in China, ‘stagflation risk’, and an earnings reporting season dominated by ‘margins squeeze’ concerns could sap confidence…
04/11/21
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Article
All-time highs on equity markets in spite of (almost) everything
After a difficult end to September for global equities, October started well before a brief pause and then a sharp…
04/11/21
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Article
No more decades for dithering: It is crunch time to push climate policy
A major new forecast commissioned by the UN-supported Principles for Responsible Investment (PRI) argues that accelerating the implementation of climate…
04/11/21
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US Federal Reserve begins winding down Covid stimulus
After months of careful communication, the US Federal Reserve on 3 November announced that it would slow the rate at…
04/11/21
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Podcast
Market weekly The why and how of thematic investing (Read, listen or watch)
Globalisation, regulation and deregulation, digitalisation and innovation are playing an important role in reshaping economies, sectors and industries and these…
01/11/21
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Article
Weekly investment update A (real) conundrum in G7 government bonds
Breakeven yields in G7 sovereign bond markets have risen sharply recently in reaction to supply-side shocks and the spike in…
29/10/21