300 insights found

Iggo's insight

4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

Iggo's insight

Bumps in the road

Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged b ...

Market thinking

Playing the long game in China: three reasons not to panic over regulatory changes

To say China’s recent crackdown on technology and private education caught markets off guard is an understatement. Yet the shift in policy seems to be a sign of things to come. It reflects an evolv ...

Iggo's insight

Real uncertainty

Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.

Iggo's insight

The supply wobble

The pandemic has disrupted global supply in product and labour markets. This

Iggo's insight

More of the same

The second half of 2021 will be pretty much like the first half. Liquidity is plentiful and that will support asset prices. Short-term changes in sentiment will be driven by COVID news and central ba ...

Market thinking

From niche to norm: why investors should consider thematics in their portfolios

The spotlight on popular themes offering a route to more reliable investment returns seems to be sharper than ever before.

Iggo's insight

Getting hot?

Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.

Market thinking

A thematic touch: Transforming portfolios with sustainable technology

Technology-driven innovation is one of the most viable ways to tackle the world’s environmental and societal challenges, while at the same time delivering a positive impact on investment portfolios.