Insights Hub
1013 insights found
New Romantics
Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.
Addressing climate change: why cashflow driven investors should act now
Climate-aware investing can mitigate against an emerging and significant risk factor. This is essential for investors targeting predictability of cashflows alongside high resilience to market risks.
UK Budget: Next steps, not complete vision
David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.
The changing climate for sustainable investment
This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future
Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?
The virus is fading from a year-end resurgence in most areas of the globe.
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Liquidity in a crisis: Comparing the credit market response in 2020 and 2008
The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...
Where to buy your risk
We all know people have different approaches to risk. Some of us like to take physical risks in search of an adrenaline high, while others take investment risks chasing hot stocks.
1
2
...
113