983 insights found

Iggo's insight

More Jabs needed

Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.

Inflation is not a tide that lifts all boats equally: Bloomberg

Where CPI goes in the coming months will be telling, but for more insight now, look at the numbers behind headline inflation.

Financing sustainability in developing countries

Emerging markets have made great strides in implementing sustainable policies, but there are still hurdles to overcome

COP26: Key takeaways for investors

We look at some of the key takeaways from COP26, and what they could mean for investors.

Iggo's insight

Mind the gap

The gap between realised inflation and the contemporaneous level of bond yields has never been higher

Iggo's insight

Six and out?

Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.

Iggo's insight

Everything’s going green

The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.

Climate Change Is Making the U.S. Poorer Than It Realizes

The US infrastructure package age should be viewed as only the first in a long series of such big investments, because Earth’s climate is changing faster than America’s existing roads, bridges and ot ...

Research & Investment Strategy

Tapering, profit and equity prices

Is a market correction unavoidable when the Fed starts tapering?