Inflation, long-term yield, equities: A merry dance in March
At 2.5% for the MSCI AC World index, the rise in global equities in March was close to February’s 2.2%.…
07/04/21
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Insights 1776
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Article
Mind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in…
06/04/21
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Article
Diversifying credit portfolios with multi-factor strategies
Combining multi-factor investing with traditional active credit management offers investors scope to benefit from diversification. Over the past decade the…
01/04/21
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Article
Diversify your allocation to corporate bonds with multi-factor investing
Over the past decade, multi-factor investing in corporate bonds has seen significant development. Easier access to better datasets along with…
01/04/21
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Article
Access to medical oxygen amidst the COVID-19 pandemic and beyond
The COVID-19 pandemic has exposed the critical issue of medical oxygen supply in low-and-middle-income countries (LMIC). The pandemic- related surge…
01/04/21
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Article
Weekly investment update reflation trade on hold
Valuations of risk assets have marked a pause in the face of a number of headwinds. In our view, valuations…
31/03/21
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Podcast
Market weekly Strong fundamentals underpin Asian equities (podcast)
Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and…
29/03/21
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Article
Asian equities inspire confidence, even after volatile quarter
Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations…
29/03/21
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Article
The blue economy in numbers
Growth, employment, consumption, renewable energy…These are all indicators that reflect the rapid rise of the ‘blue economy’ and its growing…
25/03/21
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Article
Central bank mandates, sustainability objectives and the promotion of green finance
Here is the second in a series of regular articles on current academic research into a range of responsible investment…
25/03/21