722 insights found
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 ...
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.
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 ...
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
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.
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.
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 ...
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 ...
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 ...
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