Asset allocation monthly Five key shifts
In our latest Asset Allocation Monthly report, we discuss five key changes to our multi-asset portfolios. First, we are now…
26/04/23
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Insights 1776
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White paper
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White paper
Allocating to European equities
One of the key market surprises of 2022 was the resilience of the European economy and equity markets in the…
25/04/23
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Article
Investor engagement to tackle corporate lobbying is critical to addressing diet-related diseases
Delivering legislation, regulation and standards that foster sustainable and a more equitable development is central to tackling sustainability issues. One…
25/04/23
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Podcast
Talking Heads Capturing normalised yields in fixed income
Now that central banks have boosted official interest rates at an unprecedented pace, the investment environment for bonds has changed…
24/04/23
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Article
Rising tides The impact of coastal flooding on sovereign credit risk
With sea levels continuing to rise, coastal flooding is already a considerable – and growing – economic threat to low-lying…
21/04/23
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Article
Weekly market update Whats down is up
The first quarter US earnings reporting season is getting underway. Companies’ results will, as always, be studied for clues as…
20/04/23
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Article
Why is agriculture such an important focus for the sustainability transition?
Agriculture intersects with several UN Sustainable Development Goals, in particular zero hunger, life on land and life below water, good…
20/04/23
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Podcast
Talking Heads Indian equities could outshine other EMs
Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth…
17/04/23
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Article
The renminbis creeping internationalisation (III) Salami-slicing
Greater use of the renminbi has taken a notable step forward, with recent announcements by Brazil, Saudi Arabia, France and…
14/04/23
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Article
Weekly market update Nearing the peak at the Fed and ECB
In the wake of the banking related turmoil in March, markets have regained stability since the start of April. Attention…
13/04/23