289 insights found

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.

Iggo's insight

Fuel from the bin

As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.

Iggo's insight

Getting curvy

Inflation is a key focus for investors, meaning uncertainty over what happens to interest rates.

Iggo's insight

Pricing ESG risk (or not)

Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.

Iggo's insight

A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Iggo's insight

A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.