Insights Hub
966 insights found
Bad, worse or just dandy
At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.
Pay them and they will come?
The needles on the indicators of investment sentiment are all pointing down.
Tech stocks have been hot, but value remains in the long-term trends
Technology stocks have soared since the start of the pandemic. For some, that has sparked concerns the sector has become overheated – and overvalued.
Magic Money Tree Worship
Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party
Autumn dawns and the living doesn’t get easier
The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices
The cost of climate change: Action versus inaction
Pricing mitigation efforts and assessing the difficulties of comparison
A modest interest rate cycle cometh…maybe
Central bankers have set out how they want to “normalise” monetary policy for some time.
German elections: The post-Merkel era
Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament
September 2021 Monthly Investment Strategy Oped - Unfortunate Combination
The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown
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