Insights Hub
874 insights found
11 November 2019
Mood music
Sometimes central banks are lucky. We expressed last week our concerns over whether the Federal Reserve had provided enough of a pre-emptive accommodation to afford a pause, but we have had some posi ...
08 November 2019
A very British bounce?
There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.
08 November 2019
Cyber Monday: 4 reasons online sales are surging
Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.
08 November 2019
Just Transition: Managing the social impact of a low-carbon transition
‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.
05 November 2019
The Lagarde effect: Identifying true gender diversity in business
Europe is witnessing something of a watershed moment – and it’s nothing to do with Brexit. International Monetary Fund chief Christine Lagarde and German politician Ursula von der Leyen are re ...
04 November 2019
US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election
Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.
04 November 2019
Too little capital
When in doubt, stick to what worked before. This seems to be the Fed’s motto as it is navigating a complex macro configuration, in which uncertainty is high, sentiment is poor but hard data remain de ...
01 November 2019
Boom, bust or blah!
The end-cycle slowdown could still end up in a recession in the next year or so. But it would be an odd one. Real rates never got anywhere near as high as before previous recessions in the US and the ...
31 October 2019
Dude, where’s my yield?
Dividend investing in Eurozone equity markets
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