901 insights found

Iggo's insight

13 December 2019

Into the roaring 20s?

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy continue ...

Research & Investment Strategy

13 December 2019

Johnson wins UK General Election - Brexit and the cost of election promises

The UK outlook under a renewed Tory government

Macrocast

09 December 2019

Avoiding the worst, not expecting the best

ECB: communication realignment is failing for now. The public debate is pre-empting the “strategy review” as Lagarde is readying for her first post-Council press conference.

Research & Investment Strategy

06 December 2019

Lebanon in the eye of the storm

Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...

Responsible investment

06 December 2019

ESG and intangibles: Driving value creation across companies

Demonstrating the value of robustly integrating environmental, social and governance (ESG) factors into investing is critical to the success and credibility of responsible investment.

Iggo's insight

06 December 2019

A view from the markets – UK set for stability

Politics will remain a key driver of market volatility in the coming year given a new UK government, the US election and potential political change in Germany. Yet beyond these events, the medium-ter ...

Outlook

03 December 2019

Investment Strategy

Cautious optimism on global growth may finally be the catalyst for some US dollar weakness in 2020.

Outlook

03 December 2019

Emerging Markets – tomorrow is another day

Growth has been weak in 2019, hurt by the US/China trade war and a series of idiosyncratic issues for countries such as India, Brazil, Mexico, Argentina and South Africa. We expect some rebound in 20 ...

Outlook

03 December 2019

UK – Life after Brexit

Growth in 2020 will reflect a trade-off between economic uncertainties and degrees of fiscal easing in a range of scenarios.