Weekly market update: Inflation, inflation, what else?
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
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Insights 1758
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Article
Asset allocation monthly - The pivot, EU credit and US equities
Underscoring the still high market volatility, fixed income premia moved notably higher over October, led by real yields. Overall, we…
02/11/22
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Article
The pivot is here; adding to EU credit and US equities
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real…
02/11/22
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Podcast
Talking heads Water investing can withstand an economic storm
The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate…
01/11/22
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Article
Transforming our food system to be fit for the future
The global food system is emissions-intensive and wasteful. How can investors help transform it? Rachel Crossley, Head of Stewardship for…
28/10/22
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Article
Chinas new leadership What has changed?
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22
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Article
Asset allocation update Japanese equities lose some of their lustre
A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in…
27/10/22
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Article
Weekly market update Its not over
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
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Article
Fixed income outlook The pressure is on
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22
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Article
20th China Communist Party Congress - The surprise of no surprises
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22