Mid-year outlook takeaways Chronicle of a recession foretold
Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question…
26/07/22
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Insights 1758
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Article
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Article
The risks around Chinas grassroots mortgage boycott
China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the…
26/07/22
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Podcast
The promise of RNA tech for pest control and beyond
In the race to feed a growing world population effectively as well as develop environmentally sustainable crop protection solutions, messenger…
25/07/22
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Article
Can investing in private markets help investors ride the inflation wave?
Ageing populations, tempered appetites for austerity and a move to re-shore essential manufacturing are among the factors pointing to a…
22/07/22
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Article
How bioscience can help protect biodiversity
Industrialisation has frequently relied on chemical solutions to address biological problems. This is particularly relevant in three of the world’s…
22/07/22
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Article
Weekly market update Central banks tighten monetary policy
Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the…
21/07/22
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Video
The uncapped impact series: agritech for animal and human health (part II)
Amid rising adverse weather events and a rapidly growing global population, food security has shot to the top of the…
21/07/22
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Article
Zero-Covid weighs on Chinas growth in Q2
A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle…
20/07/22
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Article
Weekly investment update The credibility of the US Fed and a 100bp rate rise
US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up…
14/07/22
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Article
Asset allocation update Adjusting our risk-taking views
In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well…
14/07/22