Chart of the Week - Pricing of risk suggests it is time for bonds
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
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Insights 1776
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Article
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Article
Weekly Market Update Higher and higher, for now
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
21/09/23
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Podcast
Talking Heads Picking European stocks that have quality
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European…
18/09/23
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White paper
Asset Allocation Monthly Complacent? Not us
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,…
15/09/23
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Article
Weekly Market Update Divergence is the theme
Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the…
14/09/23
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Article
Say on Climate voting: Losing steam or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero…
12/09/23
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Podcast
Talking Heads Ongoing tailwinds favour European financials
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the…
11/09/23
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Article
Where we stand on biodiversity loss and footprinting
Robert-Alexandre Poujade, Biodiversity Lead, discusses the importance of biodiversity, our biodiversity roadmap and the steps in assessing the biodiversity footprint…
08/09/23
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Article
Weekly Market Update The devils in the detail
The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and concerns over…
07/09/23
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White paper
Eurozone commercial real estate reset creates opportunities for debt investors
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields…
06/09/23