13 August 2018
Investing
Goldilocks faces the three bears – implications for fixed income (part 2)
In this second of our two-part look at the themes now challenging the Goldilocks narrative, we find a ‘fourth bear’ […]
13 August 2018
10 August 2018
Investing
Goldilocks faces the three bears – implications for fixed income (part 1)
This article is the first of a two-part look at the themes now challenging the Goldilocks narrative: signs of diverging […]
26 June 2018
Thought leadership and the outlook
The role of currencies in institutional portfolios
Exposure to foreign currencies is typically a by-product of international investing – by purchasing foreign assets, the investor also obtains […]
11 May 2018
Investing
Outlook for currencies at the start of May 2018
Our general economic outlook for the rest of 2018 is for continued growth with low, but rising inflation worldwide. In this […]
07 May 2018
Thought leadership and the outlook
Finally, some US dollar strength. How much further can it go?
After months of weakness relative to both major and emerging market currencies, the US dollar has rallied in April Exhibit […]
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 […]
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 […]
06 September 2017
Thought leadership and the outlook
Overview of what happened in equity markets in August 2017
Geopolitics came into play in August Financial markets clearly tracked the deterioration in the geopolitical and political climate in August. […]
12 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. […]
