Front of mind
Issues currently moving the markets
Graph of the Week – US inflation stands in the way of Fed rate cuts
US inflation (as measured by the consumer price index) had been running at 3.2% in the second half of 2023….
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…
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
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,...
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...
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