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
Breakeven yields in G7 sovereign bond markets have risen sharply recently in reaction to supply-side shocks and the spike in…
29/10/21
In their monthly investment update, our Environmental Strategies Group share their thoughts on the environmental solutions markets globally, portfolio activity…
29/10/21
As COP26, the UN climate change conference, starts, Alex Bernhardt, global head of sustainability research, outlines some of this year’s hard-hitting…
28/10/21
In this second part of our special report, Chi Lo, Senior Market Strategist APAC, assesses whether recent credit events in China…
28/10/21
Our Environmental Strategies Group strictly invests in companies that deliver environmental solutions directly aligned with their theme. This means that…
27/10/21
At first glance, bond markets these days may look like deserts – there is little or no yield on offer…
25/10/21
Climate change is not only an existential risk, but also one of the greatest commercial opportunities of our time¹. From…
25/10/21
In this first of a two-part report, Chi Lo, Senior Market Strategist APAC, examines the macroeconomic impact of China’s latest…
22/10/21
Equity markets have been finding the shift to the post-pandemic landscape challenging. As Covid restrictions ease and consumer and business…
22/10/21
Equity markets have been finding the transition to the post-pandemic landscape more challenging than one might have expected. As Covid…
22/10/21