278 insights found
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.
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.
Stronger, faster, louder
Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.
China: Path to ‘Net-Zero’
How the world’s largest emitter plans to become carbon neutral
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 ...
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 ...
Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.
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.
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.