Talking Heads Scoring sovereign issuers of green bonds
A growing number of governments and state agencies are turning to the green bond market to fund measures aimed at…
14/05/24
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Insights 1776
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Podcast
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Article
Weekly Market Update Global policy crosscurrents and market implications
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24
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Graph
Graph of the Week Equities are marching to company earnings' beats
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
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White paper
Monthly Market Viewpoint Delayed landing
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
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Article
Weekly Market Update A good slowdown
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24
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Podcast
Talking Heads Indian equities on a roll
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…
07/05/24
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Graph
Graph of the Week Not as fierce a Fed as feared
“In recent months, there has been a lack of further progress toward the 2% inflation objective”. This additional sentence in…
02/05/24
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Article
Navigating climate-related risks and opportunities in Asia Pacific
Asia Pacific produces nearly half the world’s greenhouse gas emissions, according to a 2023 World Economic Forum white paper, making…
01/05/24
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Article
A new era for bonds
Surging inflation brought an end to the decade-long era of low bond yields. In the decade ahead, we believe bond…
01/05/24
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Podcast
Talking Heads The weighty impact of anti-obesity drugs, also for investors
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers…
30/04/24