690 insights found

Iggo's insight

15 August 2019

Doesn't Feel Good

Bond yields have plunged this summer. The cyclical slowdown and a wall of political worries has created a surge in demand for safe assets. Investors are trying to figure out what it all means.

Research & Investment Strategy

13 August 2019

Easing cycle underway

Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.

Responsible investment

31 July 2019

ESG and financial returns: The academic perspective

An increasing amount of academic research is showing that the incorporation of environmental, social and governance (ESG) factors can potentially lead to better performance for both companies and the ...

Research & Investment Strategy

25 July 2019

Managing Inconsistencies: what Prime Minister Johnson means for Brexit

Boris Johnson has become the new UK Prime Minister. He made a host of broad commitments, most to be implemented over the medium term and in conjunction with new Chancellor Sajid Javid.

Research & Investment Strategy

24 July 2019

July Investment Strategy - Prevent horizon: US sidesteps recession for now

The US economic slowdown remains modest – the world’s largest economy looks set to avoid a recession in the next 12 months, thanks to the Fed’s monetary easing

Fixed income

23 July 2019

Is it time to buy inflation breakevens?

The bond market has been on fire since the beginning of 2019. Interest rates are lower, and spreads are tighter thanks to the radical turnaround from all major central banks (from policy normalisatio ...

Rosenberg equities

22 July 2019

Global Factor Views

The global economy continues to deliver modest growth on the back of a resilient US. Elsewhere, macroeconomic data has been disappointing, with the Eurozone, UK and China all showing signs of weaknes ...

Iggo's insight

19 July 2019

Holidays in the sun

President Trump appears to want much lower rates and a weaker dollar. Those views are political. If we were to get them, then US inflation risk premiums could rise.

Iggo's insight

12 July 2019

Yield not equal to return

Bonds have sold off a bit this week, but I believe that the bull market remains in place. Global monetary policy is about to be eased yet there are reasons to be relatively relaxed about the near-ter ...