Asset allocation monthly The next (reopening) wave
Where will economic growth accelerate next as vaccine rollouts allow more and more economies to reopen? Will it now be…
08/06/21
Where will economic growth accelerate next as vaccine rollouts allow more and more economies to reopen? Will it now be…
08/06/21
At the current rate, we expect it to take until late 2022 for the US labour market to return to…
07/06/21
The UN’s World Oceans Day 2021 on 8 June is focused on our oceans as a much-threatened source of life…
07/06/21
Biodiversity and economic activity are closely linked, so biodiversity loss endangers the economy, us and our prosperity. Nature and healthy…
07/06/21
Asia is a major contributor to climate change and at the same time quite exposed to its phenomena such as…
07/06/21
On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same…
07/06/21
Having hit a record high in late April, global equities peaked again in May after a choppy spell. Inflation appears…
04/06/21
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push…
02/06/21
As economies continue to reopen, stronger economic data bears witness to the strength of the cyclical recovery. Signs of rising…
02/06/21
Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as…
31/05/21