300 insights found
4,000 buses coming
The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt
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 ...
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 ...
Real uncertainty
Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.
The supply wobble
The pandemic has disrupted global supply in product and labour markets. This
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 ...
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.
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.
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.
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