966 insights found

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Tech stocks have been hot, but value remains in the long-term trends

Technology stocks have soared since the start of the pandemic. For some, that has sparked concerns the sector has become overheated – and overvalued.

Macrocast

Magic Money Tree Worship

Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party

Iggo's insight

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Research & Investment Strategy

The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

Iggo's insight

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Research & Investment Strategy

German elections: The post-Merkel era

Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament

Research & Investment Strategy

September 2021 Monthly Investment Strategy Oped - Unfortunate Combination

The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown