Front of mind
Issues currently moving the markets
Front of mind | Article – 3 Min
Weekly Market Update – Third time not lucky
Hopes that higher US inflation in January and February would prove to be transient were thwarted as consumer prices rose…
Front of mind | CHART – 2 Min
Graph of the week – Inflation wave recedes in the eurozone, rises in the US
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of…
The big question
The Fed’s target for US core inflation at the end of 2024 is 2.4% What do you think it will be?
Tell us your view
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives | Podcast - 12:07 MIN
Talking Heads – Exchange-traded funds: adding ESG into the mix
Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects...
Portfolio perspectives | White paper - 4 Min
Asset Allocation Monthly – More: equity, gold; less: bonds
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the...
Portfolio perspectives | White paper - 4 Min
The resilience and diversity of infrastructure debt
For investors eyeing stable long-term income from a broad and diverse asset class, European infrastructure debt can be a resilient...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future
Forward thinking | Article - 3 Min
Biodiversity loss – Why should investors care?
Human-driven pollution, climate change, and population growth are all proven causes of the ongoing loss of biodiversity. The variety and...
Forward thinking | Article - 4 Min
Sovereign carbon footprints – An opportunity for investors and governments to collaborate
Discussions at last year's Climate Week and Climate Ambition Summit saw increased scrutiny of the carbon footprints of sovereign bond...
Forward thinking | Infographic - 1 Min
Global Sustainability Strategy – Key points from our recent update
In our Global Sustainability Strategy for 2023-2025, where do we see the priorities and how do we structure our governance...
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Our latest regular features, outlooks and reports