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January Global Macro Monthly & Investment Strategy - The Vs to shape recovery – Vaccine Vs Virus
The balance of restrictions and virus spread has been disrupted by more contagious new virus variants.
Monthly Op-Ed - Central bankers never get to rest
Challenges around the virus and vaccine path continue to argue for supportive central banks.
Impact investing: How private and listed markets offer choice for investors seeking positive change
There is demand for ESG to go beyond basic integration, towards positive impact
Green bonds market expected to top the $1trn mark in 2021
Despite the year’s myriad of challenges, 2020 represented a huge step forward for the green bond market.
Persistence
Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.
How can President Biden tackle Climate Change?
The challenges Biden will face in reducing greenhouse gas emissions
COVID-19: Data privacy risks and potential opportunities
The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies
Old favourites
Some old favourite themes have been in focus this week as we took a breather from events in Washington.
RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc
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