502 insights found

Fixed income

Tapering isn’t lift-off

As the global economic recovery widens, attention is clearly turning to when and how central banks will begin to reduce the bond-buying programmes introduced to bolster economies at the height of the ...

Iggo's insight
5 minute read

Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

Market thinking

From the food in our fridge to heating our homes: How we can be part of the clean economy

The threat of climate change has never been greater. Growing populations – and their increasing wealth – are putting greater pressure on the earth’s natural resources, by increasing dem ...

Responsible investment

Tech stocks have been hot, but value remains in the long-term trends

Technology stocks have soared since the start of the pandemic. Their products and services helped us adapt to new ways of life, accelerating the megatrend of global interconnectivity and pushing tech ...

Research & Investment Strategy

The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

Iggo's insight

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.

Macrocast

China investment outlook – what next for the world’s second-largest economy?

China’s lucrative property sector is under close scrutiny, with one of its biggest developers currently feeling the pressure. The People’s Bank of China has stepped up – but beyond the country ...

Fixed income

Inflation: Transitory for longer

Increasing consumer demand, raw material shortages and prolonged supply chain disruptions have conspired to ensure inflation remains abnormally elevated, but we still believe this backdrop will ultim ...

Fixed income

Why a short duration approach could help unleash the potential of China bonds?

In this video, our head of Asian fixed income, Jim Veneau, addresses a few key questions when it comes to China’s bond market, and explains why a short duration approach could be beneficial when navi ...