Market weekly Recovery and structural shifts signal inflation ahead in the US (podcast)
Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink…
10/05/21
Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink…
10/05/21
Equity and fixed income markets have benefited from both stepped-up central bank support and governments shifting from austerity as a…
10/05/21
Global equities gained 4.2% in April (MSCI AC World index in US dollar terms), with a variety of factors underpinning…
07/05/21
Here is the third in a series of regular articles on current academic research into a range of responsible investment…
06/05/21
The risk of the US economy overheating was highlighted months ago, but it was difficult to assess whether the market…
05/05/21
Our medium-term scenario favours risk and equities given the fundamental factors, economic policy support from central banks and governments, and…
04/05/21
Being open to an inclusive growth approach goes hand in hand with a focus on long-term performance and contributes to…
03/05/21
Companies focused on inclusive growth could stand to benefit in the long run. Investment specialist Ramon Esteruelas and environmental, social…
03/05/21
Absolute return is an absolute must is the title of this new white paper written at a time when traditional…
30/04/21
After a first quarter in which equities and long-term rates rose in sync against the backdrop of a favourable economic…
28/04/21