Chart of the week Equities returning to pre-war pattern
Hawkish talk from policymakers at the US Federal Reserve has triggered a sharp rise in real yields, prompting a derating…
28/04/22
Search results
Insights 1758
-
Article
-
Article
Weekly investment update Earnings now key
Global equities continued their sell-off over the last week as a combination of higher real yields and the risk of…
28/04/22
-
Article
Investing in green, social and sustainability bonds
Green, social and sustainability bonds provide financial support for projects and activities that have a positive impact on the environment…
27/04/22
-
Article
Fixed income outlook Hitting the brakes (at least in the US)
We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a…
26/04/22
-
White paper
Fixed income outlook To neutral and beyond
With the US labour market at full employment, annual wage gains at 5% to 6%, and inflation at levels that…
26/04/22
-
Podcast
Talking heads - China to deliver on growth in 2022
In early March, Chinese policymakers announced economic growth of around 5.5% would be targeted for 2022. Since then, a number…
25/04/22
-
Article
Stewardship in 2022 Gender diversity and environmental considerations
Stewardship and engagement are at the heart of our sustainability strategy and we regard the annual season of shareholder meetings…
25/04/22
-
Article
This Earth Day, its worth considering the importance of earth
To mark Earth Day, [1] Robert-Alexandre Poujade digs into a key part of functioning and healthy ecosystems – soil –…
22/04/22
-
Article
MiFID II and ESG preferences: A paradigm change in Europe?
The revision of the European Union’s MiFID II directive taking effect this August and requiring investment firms to assess clients’…
21/04/22
-
Article
Weekly investment update Against all hawks
As inflation continues to run at multi-decade highs, especially in developed markets, major central banks have stepped up the pace…
21/04/22