Graph of the Week US real yields represent an opportunity
On a historical basis, our fixed income team sees a level of US real yields at or close to the…
27/05/24
Search results
Insights 1758
-
Graph
-
Article
Sovereign green bonds Bigger, stronger, and more diverse in 2024
Green, social and sustainable (GSS) bond issuance was resilient in 2023, rising by 2% year-on-year despite sluggish economic growth. While…
23/05/24
-
Article
Weekly Market Update US inflation falls like a feather
The latest data for US inflation showed only a small decline. It was, however, enough to allay the concerns raised…
22/05/24
-
Article
Be part of the plan: the role investors need to play in preventing biodiversity decline
22 May is International Day for Biological Diversity, a call to action for investors and other stakeholders to halt and…
21/05/24
-
Article
Update to our asset allocation Doubling US tech and other changes
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
-
Article
Is Chinas Politburo finally putting its money where its mouth is?
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24
-
Graph
Graph of the Week Growth in productivity supports downtrend in US inflation
In the grand scheme of things, lending support to the argument that US monetary policy is sufficiently restrictive is the…
15/05/24
-
Graph
Why we dont expect the euro to fall to parity with the US dollar this year
Stubbornly high inflation and resilient growth in the US have raised market expectations that the Federal Reserve will begin cutting…
14/05/24
-
Podcast
Talking Heads Scoring sovereign issuers of green bonds
A growing number of governments and state agencies are turning to the green bond market to fund measures aimed at…
14/05/24
-
Article
Weekly Market Update Global policy crosscurrents and market implications
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24