Market weekly What is fixed income for? Absolute return (podcast)
Bond investors may well need to change tack as they navigate a positive outlook for economic growth and the implications…
08/03/21
Search results
Insights 1776
-
Podcast
-
Article
How to tackle the positive growth outlook as a bond investor?
Bond investors face a tougher environment: (expected) growth is pushing interest rates up from record lows, foreshadowing the eventual end…
08/03/21
-
Article
Chinas disinflation and implications
China has abandoned its ‘growth at all cost’ push and is sticking with its deleveraging and structural reform policy despite…
05/03/21
-
Article
Challenge inequality: Happy International Womens Day!a
International Women’s Day[1] on 8 March is an opportunity for companies to reflect on what they are doing to advance…
05/03/21
-
Article
Reflation? Inflation? Both?
Global equities rose over February as a whole, but this masked recent investor concerns. Leading indices touched new highs by…
05/03/21
-
Asset allocation monthly Lets get real
Financial markets have been rumbled by a surge in real yields together with a fall in inflation expectations. This has…
04/03/21
-
Article
Weekly investment update - Testing times for central banks
The recent rise in bond yields is the first potential test of central banks’ determination to keep monetary conditions accommodative…
03/03/21
-
Article
Weekly investment update Testing times for central banks
The recent rise in bond yields is the first potential test of central banks’ determination to keep monetary conditions accommodative…
03/03/21
-
Article
Asset allocation monthly: March 2021 highlights
Real yields have surged and inflation expectations have fallen, posing the most significant challenge to equities since the pandemic sell-off…
03/03/21
-
Article
2020 A turning point for ESG investing
In many ways, 2020 was a turning point. One key area within environmental, social and governance (ESG) investing was putting…
01/03/21