21 March 2019
Investing
Don’t fall behind: water, the great investment opportunity
Providing clean water and sanitation for all – or ‘leaving no-one behind’, the 2019 World Water Day theme – is […]
21 March 2019
20 March 2019
Investing
Chart of the week – Inflation KISS*
Is there a disconnect between US bond and equity markets, with low yields on the bond markets reflecting pessimism about […]
19 March 2019
Investing
Era of USD strength versus emerging currencies mostly behind us
Listen to Jean-Charles Sambor, Deputy Head of Emerging Market Debt at BNP Paribas Asset Management, talking about the prospects for […]
18 March 2019
Investing
Europe’s push on sustainable finance: it matters
The European Commission’s Action Plan on sustainable finance is the world’s most comprehensive effort to drive businesses across the financial […]
14 March 2019
Thought leadership and the outlook
GRASFI: Pooling academic resources to take sustainability up a level
In the past, sustainable investing has at times been hampered by a lack of definitions and clear metrics. That is […]
13 March 2019
Investing
Chart of the week – Just a bump in the road for markets
Are markets headed for a repeat of the plunge in the fourth quarter of 2018 amid growth, geopolitical and monetary […]
12 March 2019
Investing
Time for a check-up? Healthcare REITs under the microscope
Healthcare real estate can offer investors strong demand fundamentals – especially in accommodating ageing populations – and stable, long-term income […]
11 March 2019
Markets and central banks
2019 One Planet Summit showcases African innovation
Hosted by the presidents of France and Kenya, Emmanuel Macron and Uhuru Kenyatta, the third summit gathering of the One […]
08 March 2019
Investing
Emerging market debt: no longer a niche investment
The USD 18.9 trillion emerging debt market is highly diverse and yet remains under-invested by foreigners despite currently offering good […]
07 March 2019
Markets and central banks
Central bank dovishness returns
Global markets extended their gains in February, with the pause in monetary policy tightening that the Federal Reserve had hinted […]
06 March 2019
Investing
Latest China growth measures highlight gradual approach
The latest moves by China to address slowing growth are gradual – not the big-bang, big-debt packages of the past. […]
06 March 2019
Markets and central banks
Central bank cooing adds to equity gains; bonds search for direction
As in January, market expectations for a generally dovish monetary policy stance were the main reason for investor appetite for […]
05 March 2019
Investing
Chart of the week – Spreading cheer
Signs of a somewhat brighter economic outlook and upbeat geopolitical (trade) news have caused the traditional safe havens for investors […]
04 March 2019
Markets and central banks
Markets swing between fundamental and liquidity drivers
In February, news of a halt in US interest-rate rises and the prospect of resolution of the US-China trade negotiations […]
01 March 2019
Thought leadership and the outlook
In the next downturn, who will call the shots?
A “Great Instability” has followed the Great Financial Crisis and the risk of radical disruptive change looks high, with potentially […]
28 February 2019
Markets and central banks
European Parliamentary Elections – will this time be different?
European parliamentary elections will take place on 23-26 May 2019. They are the biggest electoral contest in Europe. Currently, 751 […]
25 February 2019
Investing
Chart of the week – Will the going stay this good?
With equity markets now apparently having priced out further interest-rate rises by the US Federal Reserve or even the beginning […]
20 February 2019
Thought leadership and the outlook
Superstar firms and the concentration of corporate power – getting out of hand?
The forces driving the surging growth of superstar firms look set to persist. If these firms’ wings aren’t clipped by […]
