IT A major greenhouse gas emitter hiding in plain sight
Many activities have a clear impact on climate, but for some, this is more obvious than for others. What, for…
25/04/24
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Insights 1758
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Article
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Article
Fixed Income Outlook Corporate bonds still a bright spot
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Graph
Graph of the Week Chinas power use contradicts gloom over growth
Market concerns that China’s economy is much weaker than indicated by a robust first-quarter growth rate of 5.3% have contributed…
24/04/24
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Podcast
Talking Heads Getting Asia on board on climate and nature goals
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in…
23/04/24
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Article
Weekly Market Update Could a global manufacturing recovery delay interest rate cuts?
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
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Article
Fixed Income Outlook Not as planned
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Graph of the Week US inflation stands in the way of Fed rate cuts
US inflation (as measured by the consumer price index) had been running at 3.2% in the second half of 2023.…
18/04/24
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Video
Asset Allocation Video Goldilocks has left the building
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24
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Article
Stewardship Nature coming to the fore in Asia
Climate has been the starting point for most of us as we focus on achieving greater sustainability. Biodiversity is, arguably,…
18/04/24
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Article
There is more to come for the US technology sector
In the opening months of 2024, the information technology and communication services sectors have again pulled the rest of the…
17/04/24