Market weekly Private debt stands out amid the uncertainty (read or listen)
Uncertainty over the macroeconomic landscape and the outlook for monetary policy currently combine with an awareness among investors that by…
13/09/21
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Insights 1776
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Podcast
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Article
Real frustration: The surprising fall in real yields
The decline in US real (inflation-adjusted) yields over the last five months has frustrated many investors who had counted on…
10/09/21
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Article
For sustainability, diversification and upside potential: US value equities
It’s payback time for investors who have been seeing a return to favour of the equity value investment style after…
10/09/21
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Article
Weekly investment update - What about forgetting about the Fed, just for a while?
Investors and economists spent the summer waiting for Fed chair Jerome Powell’s Jackson Hole speech in late August and the…
08/09/21
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Article
Made in Marseille The framework for a global biodiversity strategy?
The world’s largest organisation for the protection of nature – the International Union for the Conservation of Nature (IUCN) –…
08/09/21
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Article
How can we decarbonise the steel sector?
If we are to avoid dangerous climate change, we need to tackle emissions from the steel industry, writes Julien Bouyssou.…
07/09/21
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Video
Asset allocation video The Delta dilemma
The latest wave of the pandemic is delaying a return to (a form of) normal, adding to constraints on production,…
07/09/21
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Podcast
Market weekly Pandemic leaves consumers smarter about their food (read or listen)
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards…
06/09/21
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Article
Weekly investment update - Another strong month for equities
Risk assets performed well again in August. Chair Powell said nothing in his keynote speech at Jackson Hole last week…
01/09/21
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Article
Asset allocation highlights The Delta dilemma
In the short term, geopolitical tensions and the transition to a less dovish US monetary policy could trigger market jitters.…
01/09/21