Asset allocation highlights Complicating factors
The pace of global GDP growth may be starting to normalise, but economic and policy cross-currents are still complicating the…
03/12/21
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Article
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Asset allocation video Economic and policy crosscurrents
As world growth recovers from the Covid-19 shock and starts to normalise, investors face key questions such as how long…
03/12/21
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Article
Weekly investment update The new Covid variant and the Fed-ECB policy divergence
Equity markets fell sharply after news of the latest Covid variant, Omicron, raised concerns about renewed lockdowns hurting economic growth…
02/12/21
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Podcast
Market weekly A portfolio-level COP26 scorecard (read or listen)
The recent UN climate change conference in Glasgow has if anything brought a broader focus on environmental issues and added…
29/11/21
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Weekly investment update - November miscellaneous
The Thanksgiving celebration marks the start of the festive season, but erratic moves in financial markets are creating the impression…
25/11/21
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Article
Chinas zero-Covid policy Timing, benefits, costs and impact
As more countries opt for ‘living with Covid’, China is sticking with a ‘zero Covid’ policy (ZCP) that has brought…
24/11/21
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Article
Social bonds A tool to effect positive social change
Social bonds have been the fastest growing segment of the market for thematic bonds. Numerous factors are driving their popularity,…
23/11/21
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Podcast
Market weekly Climate change: It is adapt or (read or listen)
The results of the recent COP26 climate change conference fall into the glass half full, glass half empty category. The…
22/11/21
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What happened at COP26 (video)
Thibaud Clisson, Climate Lead in the Sustainability Centre, discusses the mixed outcomes and announcements at the recent COP26 climate conference…
22/11/21
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Article
COP26 The key outcomes and takeaways
Climate Lead Thibaud Clisson takes a look at what came out of the recent COP26 climate conference and which initiatives…
19/11/21