With no sign of respite from inflationary pressures, central banks are embarking on a significant tightening of monetary policy. Valuations…
23/06/22
Value stocks have strongly outperformed their growth sector peers since late 2020, when they became as cheap as they were…
17/06/22
Higher yields, worries about rising inflation and slowing growth, and the prospect of more – and larger – US rate…
17/06/22
Last Friday, after the latest inflation US data, everything seemed clear already: Higher-than-expected inflation in May would lead the Federal…
16/06/22
Impact investing has been described as the new frontier for socially responsible investing. The strategy, targeting a financial return and…
15/06/22
Bond markets have been testing the Bank of Japan’s (BoJ) commitment to maintain yield curve control by keeping yields on…
15/06/22
Several factors will likely keep US house prices on an upward trajectory this year. Still low mortgage rates as well…
14/06/22
As sustainable finance evolves from ESG[1] ratings and risk management, investors are increasingly asking for tools to help align their…
13/06/22
Food security has shot to the top of the agenda for governments and economists, but also investors. The war in…
13/06/22
May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen…
10/06/22
