668 insights found


Macro outlook – Looking beyond the winter

The good news of the vaccines insures us against indefinite “lockdown/reopening” cycles, but we do not expect a proper rebound for the world economy before the second half of 2021.


Investment outlook 2021 - A brighter future is possible

Policy support and hope for a vaccine enabled a defensive bull market to develop post-March 2020

Iggo's insight

See the light

Stock markets reached record highs before the Thanksgiving holiday.

Responsible investment

Green bonds: How active management aims to make the most of a dynamic sector

The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.

Real assets

Curlow's convictions: Structural impact of COVID-19 on the office sector

Office space is constantly evolving in order to adapt to changes in the behaviour of its users and incorporate their needs.

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Research & Investment Strategy

The emerging market COVID-19 debt surge – no crisis on the horizon, yet

As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets

Iggo's insight

Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Research & Investment Strategy

US election update: clarity, but not certainty

With results continuing to trickle in as initial vote counts conclude, multiple news agencies declared Pennsylvania for Biden over the weekend, taking him over the 270 votes needed for an electoral c ...