It is a win-win for companies to target the social aspects of doing business, next to environmental responsibility and proper…
19/07/21
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its…
13/07/21
As the 2021 season of annual general shareholder meetings draws to a close, we take stock of how we voted…
13/07/21
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were…
12/07/21
Market expectations for strong economic growth and still generous fiscal and monetary policies should underpin risky assets in the second…
09/07/21
The quality of the air we breathe can have a significant impact on our health. Alex Bernhardt explores the climate…
08/07/21
Investors’ views on the outlook for growth have gone from acceleration to anticipation of the coming peak, while on inflation,…
07/07/21
Stronger economic data is now being interpreted as a sign that growth may soon be peaking. This view is reflected…
07/07/21
Our medium-term scenario continues to favour risk and equities, given the fundamental factors and economic policy support. This is an…
07/07/21
With economies reopening more and more and loose fiscal and monetary policy continuing to underpin the post-pandemic recovery (notably in…
07/07/21
