Talking Heads Have green bonds emerged from their niche?
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the…
01/07/25
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Insights 1776
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Podcast
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Article
Equity Outlook More wind in the sails
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and…
01/07/25
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Article
What a lull in trade rhetoric means for US small-cap stocks
Investor sentiment in US equity markets has improved notably in recent months as pessimism surrounding the tariff rhetoric from the…
30/06/25
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Article
Reassessing sustainability and investing in defence
Sustainable investors have typically avoided investments in defence. Geopolitical developments, and the evolution of a more nuanced view of what…
26/06/25
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Podcast
Talking Heads Whats new in thematic investing? Check out our Barometer
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global…
25/06/25
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Article
Weekly Market Update Beyond geopolitics
Geopolitics have been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in…
25/06/25
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Article
What does the Sino-US trade war dtente mean for growth and markets?
China and the US have reached a preliminary agreement on a trade negotiation framework that looks more likely to be…
24/06/25
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Graph
Graph of the Week Tariff turmoil caused US asset flows to ebb
Recent data from the US Treasury has shown the full extent of outflows from US assets after the US administration’s…
23/06/25
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Article
Tackling uncertainty with absolute return bonds
After years of yielding close to or even below zero percent, bonds are looking more attractive again – that’s not…
20/06/25
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Podcast
Talking Heads Whats new on ocean protection and preservation?
What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act…
19/06/25