934 insights found

Iggo's insight

Go for growth

The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.

Research & Investment Strategy

Individual government challenges and the Covid-19 debt surge

Considering the rise in government debt in key developed markets

Research & Investment Strategy

October Global Macro Monthly & Investment Strategy - Into the bleak, debt winter

Research & Investment Strategy

Monthly Op-Ed - Addicted to policies

The real economy is softening faster than we expected.

Fixed income

How unconstrained fixed income can help to smooth your journey

Iggo's insight

Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Fixed income
5 minute read

Sterling Credit Short Duration strategy: The rally stalls

UK gilt yields fell in September as coronavirus case numbers continued to rise, threatening the global economic recovery.

Fixed income
5 minute read

Global Short Duration strategy: The rally stalls

At its September policy meeting, the US Federal Reserve projected that its ultra-low interest rate policy would likely remain in place until the end of 2023.

Responsible investment

COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?