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A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
Inflation is hot news in 2021, but a cool down may be round the corner
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
Multi-Asset Investment Views – April 2021
In this quarterly video, Serge Pizem, Global Head of Multi-Asset Investments, shares his views on the global economic outlook.
A view from the markets – Sunny with distant clouds
The world remains almost perfect for equities. Growth is strong and earnings are rising.
EU Taxonomy: a pathway to superior corporate sustainability
Climate change is arguably the greatest challenge the world currently faces.
China: Financing the Green transformation
How green bonds can drive Beijing’s sustainability ambition
The inflation outlook: What’s changed?
US stimulus makes a sustainable, gradual inflation rise more likely
Super greed
Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...
Fixed Income Quarterly Views
In our quarterly fixed income update, Marion Le Morhedec, Head of Active Fixed Income Europe & Asia, covers some of the key factors affecting fixed income, including the pace of vaccination progr ...
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