Weekly investment update Are you Fed up?
Recent financial market action reflects nervousness and uncertainty over where inflation is headed and how central banks will react. Expect…
23/06/21
Search results
Insights 1776
-
Article
-
Article
Spotting the mega trends and the potential winners
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces…
22/06/21
-
Article
The great instability: Mega trends for the 21st century
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces…
22/06/21
-
Article
Chinas PPI peaks, but lopsided recovery continues
Pressure appears to be building for the People’s Bank of China (PBoC) to shift its tighter policy rates stance to…
22/06/21
-
Podcast
Market weekly: There is more to emerging market equities (read or listen)
Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that…
21/06/21
-
Equity factor investing An ever-evolving journey*
The multi-faceted nature of equity factor investing means it can play a dynamic and highly useful role in portfolios, especially…
21/06/21
-
Article
Is diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in…
18/06/21
-
Article
European infra debt: An investment for the post-Covid era
While not immune to the consequences of Covid, infrastructure debt proved to be a resilient asset class in 2020 by…
17/06/21
-
Article
European infrastructure debt: Resilient and essential in the post-Covid environment
In 2020, the onset of the Covid-19 pandemic created an incredibly challenging year for markets. Lockdowns and ensuing societal uncertainties…
17/06/21
-
A hawkish 'dot plot' from the US Federal Reserve
The Federal Reserve left US interest rates unchanged at its latest policy meeting, but surprised with a hawkish tone that…
17/06/21