722 insights found

Research & Investment Strategy

06 December 2019

Lebanon in the eye of the storm

Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...

Responsible investment

06 December 2019

ESG and intangibles: Driving value creation across companies

Demonstrating the value of robustly integrating environmental, social and governance (ESG) factors into investing is critical to the success and credibility of responsible investment.

Iggo's insight

06 December 2019

A view from the markets – UK set for stability

Politics will remain a key driver of market volatility in the coming year given a new UK government, the US election and potential political change in Germany. Yet beyond these events, the medium-ter ...

Research & Investment Strategy

03 December 2019

UK General Election Update: Uncertainty likely to continue to disincentivise investment in 2020

UK General Election enters its final phase with a Conservative majority on the cards, but with no immediate comfort for business

Iggo's insight

29 November 2019

A view from the markets – Taking the temperature

The consensus expectation is for flat line growth in the major economies. Investor expectation is that, short term, things get better.

Research & Investment Strategy

29 November 2019

Latin America’s socio-economic turmoil follows the region’s structural decline

Latin America struggles. Since the end of the commodity fuelled economic boom six years ago, economic stagnation has settled in the region.

Research & Investment Strategy

25 November 2019

Fragile 20-20 vision

An interim trade deal between the US and China should ease global trade winds. Combined with stimulus enacted over a range of economies, we expect a stabilisation and modest rebound in global activit ...

Fixed income

19 November 2019

ESG Research Roundtable

Solène Danière, Fixed Income Portfolio Strategist, discusses some myths around Environmental, Social and Governance (ESG) integration, how fixed income investors can engage with issuers & what li ...

Research & Investment Strategy

19 November 2019

A European Climate Emergency Fund

The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term fun ...