Weekly investment update 22 July 2020
Activity and mobility data continue to normalise despite implementation of local lockdowns in several regions. Consumer data show some resilience…
22/07/20
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Insights 1776
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Article
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Article
Responsible business conduct a major pillar of sustainable investing
What should investors expect from a responsibly run company? How should companies behave when it comes to issues such as…
21/07/20
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Article
Equity markets: All set for a jumpy summer?
Global equities continued to make gains in June, but less so than in April and May, and more chaotically. Investors…
20/07/20
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Article
An investment opportunity for the coming decades: the environment
The issues raised by global warming and environmental questions more broadly require new technologies and sources of energy. The solutions…
20/07/20
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Podcast
Market weekly The environment, an extraordinary investment opportunity (podcast)
Demand for energy, food and water is set to grow significantly over the next 20 years as the global population…
20/07/20
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Article
No madness in this quantitative method
How many different ways must there be for an asset manager to invest client money in stocks, bonds and other…
17/07/20
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Article
Cash flow matching through a crisis
As defined benefit pension funds mature, their need for cash-generating investments only increases. This growing demand has led to a…
16/07/20
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Article
Weekly investment update 15 July
As the global caseload exceeds 13 million and the death toll surpasses half a million people, the coronavirus pandemic is…
15/07/20
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Article
The hottest equity themes in a post-pandemic world
It is already clear that the 2020 pandemic has given rise to a cycle of low growth and high debt.…
14/07/20
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Article
Tackling lower for longer with private debt and real assets
Investors seeking alternative and resilient sources of yield in the face of ‘lower for longer’ growth and inflation are increasingly…
14/07/20