How private investors can support adaptation in nature and ecosystems
This year’s cyclical upswing in the UK economy is another factor that could pique the interest of equity allocators.
Higher for longer interest rates need not be a deterrent for fixed income investing. In fact, we think the prospects for bonds are positive against a higher rate backdrop. We explain more in our fixed income outlook.
How private investors can support adaptation in nature and ecosystems
Cash may seem an attractive option for income seekers at current interest rates, but a portfolio of equities and bonds provides the potential to sustain a higher income for longer, while also being better placed to cope with some of the biggest risks in today's markets.
A president’s ability to achieve their policy goals is influenced by who controls Congress and so far, prediction markets are showing a host of potential outcomes from this year’s elections. Learn more in our regularly updated US Election 2024: EMEA Investor Guide.
Crucially, even if inflation is somewhat sticky in the region of 3% year-on-year, our judgement is that this will prove good enough for the West’s central banks.
In the past, it was often thought that investing sustainably comes at a cost – both in terms of lower overall returns and higher volatility. Today, however, the evidence is more nuanced. While short-term periods of higher volatility can still be expected, the longer-term relationship between sustainability and investment performance appears to be much more positive.
Climate scenarios: What they are, why they are important, and how they are applied to investment portfolios
Markets appear increasingly hopeful that a soft landing for the economy lies ahead. In our Investment Outlook 2024, we discuss why we think that interest rates will still eventually bite and assess the outlook for the global economy and markets.
Volatile gas prices remain a challenge for Europe. Find out how energy costs may influence the European economy in the months ahead.
Review of markets over the third quarter of 2023
Climate adaptation: How private investors can support adaptation in nature and ecosystems
The further we go back in time, the more likely it is that the scoring data does not adequately capture real-time ESG challenges.
In volatile markets, having access to up-to-date information is an essential part of making informed investment decisions. With this in mind, we are proud to announce that our new Guide to the Markets will now be refreshed on a daily basis.
In a post-COVID world, some shocks have faded while others will likely endure. These changes will influence investing decisions for years to come.
Too good to be true
Europe has made structural improvements and we think investors should sit up and take notice.
Discover how value investing strategies can provide fertile ground for investors to build effective ESG portfolios, without the need for blanket exclusions.
Review of markets over April 2023
Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.