540 insights found

Research & Investment Strategy

The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

Market thinking

From the food in our fridge to heating our homes: How we can be part of the clean economy

The threat of climate change has never been greater. Growing populations – and their increasing wealth – are putting greater pressure on the earth’s natural resources, by increasing dem ...

Responsible investment

Tech stocks have been hot, but value remains in the long-term trends

Technology stocks have soared since the start of the pandemic. Their products and services helped us adapt to new ways of life, accelerating the megatrend of global interconnectivity and pushing tech ...

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Macrocast

China investment outlook – what next for the world’s second-largest economy?

China’s lucrative property sector is under close scrutiny, with one of its biggest developers currently feeling the pressure. The People’s Bank of China has stepped up – but beyond the country ...

Fixed income

Inflation: Transitory for longer

Increasing consumer demand, raw material shortages and prolonged supply chain disruptions have conspired to ensure inflation remains abnormally elevated, but we still believe this backdrop will ultim ...

Fixed income

Why a short duration approach could help unleash the potential of China bonds?

In this video, our head of Asian fixed income, Jim Veneau, addresses a few key questions when it comes to China’s bond market, and explains why a short duration approach could be beneficial when navi ...

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Fixed income

EM titans: How China and India are driving growth for fixed income investors

Changes in domestic consumption patterns in emerging markets and the rise of the middle class are likely to see a huge shift in economic power away from advanced economies - and Asia is expected to b ...