China's role in global inflation
As many central banks around the world tighten their monetary policy to combat rising prices, China’s role in affecting global…
07/09/22
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Insights 1758
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Article
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Podcast
Talking heads - A grim macroeconomic outlook for Europe
The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis…
06/09/22
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Article
Weekly market update Bonds under pressure
With no respite in inflationary pressures, bond yields are rising significantly as investors position for a substantial ratcheting-up of policy…
01/09/22
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Article
Five ways to fight ESG scepticism
It has been a mixed year for sustainable investment. On the one hand, the financial sector has signed up to…
31/08/22
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White paper
Structural inflation? Our tip: invest in US TIPS
Global inflation dynamics are undergoing a structural adjustment, leaving central banks with a prolonged struggle to bring inflation down to…
30/08/22
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Podcast
Talking heads - The shock-absorbing nature of infrastructure debt
As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes…
29/08/22
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Article
Suspension of US-China climate talks puts global efforts at risk
Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues1,…
29/08/22
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Article
US housing market to come off the boil, but remain fundamentally sound
While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the…
26/08/22
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Article
Weekly market update Foggy summer
With investor confusion rife, it’s been a rocky few days for financial markets: Erratic equities moves, wild corrections in bond…
25/08/22
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Podcast
Talking heads For a yield pick-up and limited risk, choose IG credit
Base effects, lower (or less high) energy and raw materials prices and a broad economic slowdown later in the year…
24/08/22