809 insights found

Responsible investment

How impact investing feeds the engine for the sustainability era

Impact investment can stir the soul. The idea of putting your money to work with entrepreneurs who are making the world a better place is deeply appealing, but in truth this is barely half the story.

Iggo's insight

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

Fixed income

Global Short Duration strategy Strong rebound following unprecedented central bank stimulus

Despite historically weak economic data releases, credit spreads significantly tightened in April driven by the unprecedented accommodative monetary support from global central banks, a slowdown in n ...

Fixed income

Sterling Credit Short Duration strategy Strong rebound following unprecedented central bank stimulus

Despite historically weak economic data releases, credit spreads significantly tightened in April driven by the unprecedented accommodating monetary support from global central banks, a slowdown in n ...

Fixed income

Buy & Maintain Credit Update No3: Bumpy credit markets offer value for long-term cashflow portfolios

The COVID-19 crisis is focusing minds on the fallout in corporate credit markets. Monetary and fiscal policies remain highly supportive across regions, pushing spreads tighter since the peak of the c ...

Research & Investment Strategy

May investment strategy - Economies begin to emerge

The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.

Research & Investment Strategy

Emerging markets under COVID-19

Developing nations face multiple shocks with uneven ammunition

Market thinking

Pandemic bonds: How can they potentially help economies post-COVID-19?

Nearly $200m is set to be paid out to some of the poorest countries affected by coronavirus from pandemic bonds issued three years ago by the World Bank.

Podcast

Macrocast Podcast #8 - Big Figures Looking Smaller