690 insights found

Research & Investment Strategy

January Global Macro Monthly & Investment Strategy - The Vs to shape recovery – Vaccine Vs Virus

The balance of restrictions and virus spread has been disrupted by more contagious new virus variants.

Research & Investment Strategy

Monthly Op-Ed - Central bankers never get to rest

Challenges around the virus and vaccine path continue to argue for supportive central banks.

Responsible investment

Impact investing: How private and listed markets offer choice for investors seeking positive change

There is demand for ESG to go beyond basic integration, towards positive impact

Responsible investment

Green bonds market expected to top the $1trn mark in 2021

Despite the year’s myriad of challenges, 2020 represented a huge step forward for the green bond market.

Iggo's insight

Persistence

Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.

Research & Investment Strategy

How can President Biden tackle Climate Change?

The challenges Biden will face in reducing greenhouse gas emissions

Responsible investment

COVID-19: Data privacy risks and potential opportunities

The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Research & Investment Strategy

RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc