Talking Heads Looking to Turkey for some investing delight
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
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Insights 1758
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Podcast
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Article
Mitigating drivers of biodiversity loss will create new markets
Biodiversity has rapidly risen up corporate and investor agendas, with growing recognition of the economy’s far‑reaching dependency on ‘ecosystem services’,…
23/02/24
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Article
Graph of the Week The reality of how consumers perceive inflation
The latest survey by the New York Fed found that US consumers expected inflation in one- and three-years’ time to…
23/02/24
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Article
Weekly Market Update Waiting for the pivot (or is it Godot?)
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
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Article
Dare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim.…
21/02/24
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Podcast
Talking Heads Consider the cushion of US investment-grade bonds
Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit…
19/02/24
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Article
ETF investing How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of…
19/02/24
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Article
Graph of the Week Japans economy and stock market go their own way
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24
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Article
Political tensions create selective opportunities
In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China…
16/02/24
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Article
Graph of the Week More productive US workers may not suffice for a rate move
Higher US worker productivity (output per hour worked), after a sharp pandemic-related dip, could help allay market and policymaker concerns…
16/02/24