Monthly Market Viewpoint The voting is over. The uncertainty isnt
The US elections are done and dusted, boosting US equities (at least for now), but Treasury bond yields less so.…
10/12/24
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Insights 1776
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Article
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Podcast
Talking Heads Discussing biodiversity loss, COP16, and our updated roadmap
Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways…
09/12/24
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Graph
Graph of the Week Tariffs and rate cuts in the US
US labour productivity has improved further amid moderating price pressures and a normalising labour market, underpinning investor expectations of more…
06/12/24
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Graph
Graph of the Week What next for French government bond yields?
Political uncertainty has spiked again in France after parliament voted to oust Prime Minister Michel Barnier’s government over his proposed…
05/12/24
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Video
Why should investors be interested in global absolute return fixed income?
In this video, James McAlevey, Head of Global Aggregate & Absolute Return Fixed Income, makes the case for investing in…
05/12/24
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Podcast
Talking Heads What are the takeaways from the COP29 climate talks?
Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the…
04/12/24
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Article
The constructive outlook for sustainable corporate bonds
Renewed economic growth and lower interest rates should support corporate bonds generally. Sustainable corporate bonds in particular may benefit from…
03/12/24
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Article
Weekly Market Update Rate-cut cycle and surprises from China
Although the incoming Trump administration has set adrift a raft of uncertainties for markets, recent economic data and policy signals…
03/12/24
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Article
Addressing water scarcity Water is not optional
In recent weeks, several global agencies have sounded the alarm on water scarcity, highlighting the negative implications of rising economic…
02/12/24
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Article
Including ESG in a fund name cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is…
29/11/24