874 insights found

Macrocast

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 ...

Iggo's insight

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.

The Evolving Economy

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.

Responsible investment

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.

Diversity and inclusion

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 ...

Macro insights

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%.

Macrocast

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 ...

Iggo's insight

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 ...

Research & Investment Strategy

31 October 2019

Dude, where’s my yield?

Dividend investing in Eurozone equity markets