278 insights found

Iggo's insight

Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Responsible investment

Why less carbon means stronger growth for the global economy

As long-term investors, we always need to have an eye on sustainability – sustainability of business models, of earnings growth and the ability to manage risk.

Iggo's insight
10 minute read

Stronger, faster, louder

Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.

Research & Investment Strategy
15 minute read

China: Path to ‘Net-Zero’

How the world’s largest emitter plans to become carbon neutral

Iggo's insight

Red hot

After anticipating economic recovery (it’s coming) markets are now trying to front-run the next phase of the cycle. In doing so they have priced in higher inflation and are testing the timing of the ...

Market thinking

Why agility is key to navigating China’s equity market

Investing in emerging market assets brings with it various distinctive risks. When it comes to China, the country’s scale and political system give investors perhaps more issues to weigh up than almo ...

Iggo's insight

New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Responsible investment

A delicate balance: ESG, sustainability and returns

When environmental, social and governance (ESG) funds were in their infancy, a common misconception was that investing responsibly involved some trade-off in performance.