907 insights found

Iggo's insight

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

The vital role of investors in the carbon transition

COVID-19 has fuelled companies, governments and investors to galvanise their efforts in a bid to tackle climate change.

Iggo's insight
10 minute read


Central bankers think inflation has undershot medium term targets in recent years.

Research & Investment Strategy
10 minute read

Tourism: How Asia and other emerging markets could bounce back

The pandemic has given many countries a long path to recovery

Why a socially aware investment approach pays dividends

The pandemic has pushed the “S” of ESG to the top of the news agenda. Social welfare concerns have forced companies to scramble to keep employees safe, while investors are demanding a fair deal for a ...

Research & Investment Strategy
15 minute read

Central bank digital currencies, reserve currencies and geopolitics

When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...

Responsible investment

What does Responsible Investment mean in practice?

Responsible investing refers to strategies and practices that incorporate ESG factors in investment decisions and active ownership.

ESG and sustainability: Looking beneath the hood

With the vast array of ESG funds now available, it is important to look beneath the hood before investing

Rosenberg equities
10 minute read

Value returns: Bringing the “multi” back to multi-factor

Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.