24 April 2018
Investing
Some context on the environmental impact of a sustainable water strategy
This article was written by Impax Asset Management, a specialist asset manager experienced in investing in the opportunities arising from […]
24 April 2018
20 February 2018
Thought leadership and the outlook
Currencies in 2018 – is euro/US dollar the last Jedi?
2017 was a disappointing year for currency investors. The consensus view of a stronger US dollar after the US elections […]
12 February 2018
Thought leadership and the outlook
‘Zero hunger’ also means preventing food waste
One of the Sustainable Development Goals that the United Nations adopted on 25 September 2015 was ‘zero hunger’ by 2030. […]
22 January 2018
Investing
Energy sector equities: running on empty?
One of the surprises of 2017 was the relatively poor performance of stocks making up the energy sector of the […]
12 December 2017
Thought leadership and the outlook
Equities and credit to hedge against the transition in central banks’ policies in 2018
Daniel Morris, Senior Investment Strategist, answers questions on the outlook for asset classes for 2018. This is an extract from […]
11 December 2017
Thought leadership and the outlook
Where has inflation gone? A review of the economic outlook
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
10 December 2017
Thought leadership and the outlook
Factor-based investing in bond markets
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
09 December 2017
Thought leadership and the outlook
Green bonds – putting them through their paces
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
08 December 2017
Thought leadership and the outlook
New Year, new risks: Four good reasons to anticipate a return of volatility
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
08 December 2017
Thought leadership and the outlook
Our Investment Outlook for 2018: The tide is high
Watch a short video on our Investment Outlook for 2018 Non-conventional central bank policy has sent waves of liquidity […]
8 months agoGraph of the week – the new mediocre
Cumulative US GDP growth in the current business cycle expansion (which ‘officially’ began in June 2009) compared to previous periods […]
21 August 2017
Thought leadership and the outlook
Second-quarter GDP growth in the developed economies: mostly good news
The summer is a good time to review the recent quarterly data for economic growth published in the leading developed economies. […]
18 July 2017
Markets and central banks
US economic outlook: fortunately, there is more than Trumponomics
In the wake of the US presidential elections, the prospect of tax cuts, deregulation of the financial sector and infrastructure […]
18 July 2017
Investing
Eurozone economy: looks good, can hard economic data match the surveys?
Looking at leading indicators and the eurozone economic outlook, the scene is set for strong growth, in our views. Taken […]
18 July 2017
Markets and central banks
Implications of the glacial pace of unwinding non-conventional policies
In the immediate future, we do not necessarily see any risks arising from the current, very slow pace that central […]
18 July 2017
Investing
Again and again : political news in the US and Europe
Trumponomics in 2016 gives way to Trumpidation in 2017 The key worry for many in the markets following Donald Trump’s […]
18 July 2017
Investing
Low volatility, high valuations
Volatility of US equities is at historic lows The one thing we can say with certainty is that whenever the […]
18 July 2017
Investing
Structural reflections on the mid-year market outlook
Lessons to be learnt from the performance of Japan’s financial markets There are many reasons for the disappointing performance of […]
