330 insights found
More Jabs needed
Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.
Mind the gap
The gap between realised inflation and the contemporaneous level of bond yields has never been higher
COP26: Key takeaways for investors
As world leaders gathered in Glasgow in a bid to secure a more sustainable future for the planet, COP26 had a very much ‘make-or-break’ feel about it. There were a plethora of broad and challenging g ...
Outlook 2022: Asia ex. China – Going from export-led to consumption-driven
2021 has been a year of surprises. While economic growth rebounded from rock bottom, the region suffered as the Delta variant spread. This stifled consumption and tightened supply constraints, weighi ...
Outlook 2022: China – Striking a finer balance between growth and sustainability
2021 has been an unusual year for the Chinese economy. As it recovered from the most catastrophic shock in modern history, annual growth rates in the first half of the year appeared buoyant but simpl ...
The challenge for asset managers in the climate crisis
For all the wrangling over targets and commitments at COP26 in Glasgow this month, one thing is clear: The transition to a net zero economy will require vast investment over the next few decades ...
Six and out?
Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.
The bond market in five charts
As we approach the end of a volatile year in bond markets there’s plenty still going on with arguably something for everyone. Below we summarise five key things we are watching at the moment in manag ...
Everything’s going green
The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.