664 insights found

Real assets

Curlow's convictions: Structural impact of COVID-19 on the office sector

Office space is constantly evolving in order to adapt to changes in the behaviour of its users and incorporate their needs.

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Research & Investment Strategy

The emerging market COVID-19 debt surge – no crisis on the horizon, yet

As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets

Iggo's insight

Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Research & Investment Strategy

US election update: clarity, but not certainty

With results continuing to trickle in as initial vote counts conclude, multiple news agencies declared Pennsylvania for Biden over the weekend, taking him over the 270 votes needed for an electoral c ...

Macrocast

Deep purple?

If after the January 5th run-offs in Georgia the Democrats still don’t control the Senate, President-elect Biden will have to try to follow a “purple pathway” on economic policy to address “secular s ...

Iggo's insight

And the winner is....

It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.

Research & Investment Strategy
5 minute read

Trump outperforms polling, in for the long haul

President Trump has done much better than polls suggested, but as yet the Presidential election outcome is unknown and appears on a knife-edge

Investor thinking

EU’s Bond Issuance program a ‘Game Changer’ for European Sustainable Financing

The European Union’s decision to finance a third of its €750 billion Pandemic Recovery Fund with the issuance of green bonds marks a transformational ‘game changer’ in the development of deep and liq ...