Front of mind
Issues currently moving the markets
There is more to come for the US technology sector
In the opening months of 2024, the information technology and communication services sectors have again pulled the rest of the…
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…
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
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...
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...
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
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...
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...
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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