625 insights found

Iggo's insight

A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

Responsible investment

How to blend factors to invest sustainably

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors h ...

Responsible investment

2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, a ...

Research & Investment Strategy

US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

Iggo's insight

European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is begi ...

Research & Investment Strategy

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

Responsible investment

ESG and financial returns: The academic perspective

An increasing amount of academic research is showing that the incorporation of environmental, social and governance (ESG) factors can potentially lead to better performance for both companies and the ...

Iggo's insight

The Big H

We are consistently seeing technological progress towards the goal of de-carbonising our economies. Alternative energy is becoming cheaper and more and more activities have the opportunity to shift t ...

Research & Investment Strategy

Natural language processing – a new tool to decode the Fed

What is natural language processing, and how can we use it to analyse FOMC minutes and the Beige Book?