Whither tech stocks? Should we ask ChatGPT?
Shares in technology companies have often, rightly or wrongly, been tied to megatrends – rising as the wave grabs attention…
18/08/23
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Insights 1776
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Article
Weekly Market Update A bull in a China shop
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23
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Article
ETF investing You know what you have and what youre going to get
Ever since the launch of the first exchange-traded fund in 1993, ETFs have evolved. From an initial focus on equities…
16/08/23
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Should investors fret over talk of China heading for a balance sheet recession?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut…
15/08/23
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The race to secure a green future Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards…
14/08/23
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White paper
Asset Allocation Monthly No summer lull: The time for bonds
Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the…
11/08/23
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Weekly Market Update Big swings in long bond yields
Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some…
10/08/23
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Accounting for AI risk in ESG investing Its a black box
Interest in artificial intelligence has ballooned, fuelling widespread expectations that AI technology could soon play a significant role across many…
07/08/23
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The illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term.…
04/08/23
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Weekly Market Update Policy tightening bites; a Politburo put in China?
Second-quarter purchasing managers’ indices (PMIs) suggest that the steep cycle of interest rate rises by leading central banks might be…
03/08/23