294 insights found

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.

Market thinking

Measuring the effect of ¬ diversification into foreign credit

The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.

Iggo's insight

Richness all around

Market thinking

Value returns: Bringing the “multi” back to multi-factor

Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back. After its worst year on record in 2020, the factor delivered its best return sinc ...

Iggo's insight

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

Iggo's insight
10 minute read

Kick-off

Central bankers think inflation has undershot medium term targets in recent years.

Market thinking

The “great acceleration” intensifies pressure on insurers

While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers.