Unveiling the outlook behind Chinas distorted Q1 GDP report
China’s economy grew robustly in the first quarter of 2021, at least on the face of it. However, underlying growth…
20/04/21
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Insights 1758
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Article
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Podcast
Market weekly Four questions on green bonds (podcast)
Green bonds have grown and matured as a fixed-income segment over the past decade. The need for climate action has…
19/04/21
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Article
Sustainability-linked fixed income Beyond green bonds
Issuance of green bonds began more than 10 years ago in response to (institutional) investor concerns about climate change and…
19/04/21
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Article
Earth Day 2021: From a broken world, we need to restore our earth
This year’s Earth Day lands upon a shaken world: As mankind seeks a return to a form of normalcy, simply…
19/04/21
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US inflation Upside pressure on the cards
The US inflation picture is complex: upward pressures have remained muted, but base effects and possible supply constraints amid a…
16/04/21
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Fixed income outlook 2Q21 The whites of their eyes
This quarter, bond investors are left asking two important questions – 1) Can the rate of vaccinations outpace the increase…
16/04/21
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Article
Weekly investment update The great inflation debate
The pace of the rise in US consumer prices accelerated from 1.7% in February to 2.6% in March for the…
14/04/21
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Podcast
Market weekly Time for US bond investors to shift to greater flexibility (podcast)
The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery…
12/04/21
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Video
Asset allocation video - Ebb and flow
The ebb and flow of US market interest rates, inflation expectations and the future level of policy rates are currently…
12/04/21
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Article
Bond investors beware US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark…
12/04/21