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Front of mind

Issues currently moving the markets

There is more to come for the US technology sector
Front of mind | Article – 4 Min

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…

PAMELA HEGARTY
+1 other(s)
| 17.04.2024
Weekly Market Update – Third time not lucky
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…

DANIEL MORRIS
| 15.04.2024

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?

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Portfolio perspectives

Investment strategies and asset allocation

Talking Heads –  Exchange-traded funds: adding ESG into the mix
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...

LORRAINE SEREYJOL-GARROS
+1 other(s)
| 16.04.2024
Asset Allocation Monthly – More: equity, gold; less: bonds
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...

MAYA BHANDARI
+1 other(s)
| 12.04.2024
The resilience and diversity of infrastructure debt
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...

KAREN AZOULAY
+1 other(s)
| 11.04.2024

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Stewardship – Nature coming to the fore in Asia
Forward thinking | Article - 4 Min

Stewardship – Nature coming to the fore in Asia

Climate has been the starting point for most of us as we focus on achieving greater sustainability. Biodiversity is, arguably,...

JANE HO
| 18.04.2024
Biodiversity loss – Why should investors care?
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...

EDWARD LEES
| 16.04.2024
Sovereign carbon footprints – An opportunity for investors and governments to collaborate
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...

MALIKA TAKHTAYEVA
| 10.04.2024

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