With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed…
28/05/24
Consumers and policymakers are driving the shift towards more sustainable food and agricultural practices. As a result, the long-term prospects…
28/05/24
On a historical basis, our fixed income team sees a level of US real yields at or close to the…
27/05/24
Green, social and sustainable (GSS) bond issuance was resilient in 2023, rising by 2% year-on-year despite sluggish economic growth. While…
23/05/24
The latest data for US inflation showed only a small decline. It was, however, enough to allay the concerns raised…
22/05/24
22 May is International Day for Biological Diversity, a call to action for investors and other stakeholders to halt and…
21/05/24
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24
In the grand scheme of things, lending support to the argument that US monetary policy is sufficiently restrictive is the…
15/05/24
Stubbornly high inflation and resilient growth in the US have raised market expectations that the Federal Reserve will begin cutting…
14/05/24
