Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
Following the sharp sell-off in bonds in 2022, we use five charts from the Guide to the Markets to explain why we're now seeing some of the most exciting opportunities in fixed income in over a decade.
House prices have been rapidly rising in recent years as buyers took advantage of rock bottom borrowing costs. However, with the interest rate environment now markedly different, is the housing market vulnerable to a crash and could this have wider economic consequences?
Five reasons why sustainability matters even more in 2023
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.
This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.
Why climate change investing isn’t just about decarbonisation.
Evaluating a company’s exposure to environmental, social and governance (ESG) risk is an investment essential. But accessing reliable and timely information can be a challenge, given corporate transparency is uneven, and consistent global regulatory standards are still a work in progress. Now, data science is helping to provide the information investors need.
A bad year for the economy, a better year for markets
The role of nuclear power in the energy transition
As energy prices and inflation decline across the eurozone, we explore the possibility that fixed income markets may be overestimating future rate hikes from the European Central Bank (ECB).
Central bank actions have created no shortage of headlines in 2022. Faced with inflation running at multi-decade highs, policymakers are caught between the proverbial rock and a hard place. Tighten policy aggressively and they risk triggering a deep recession, but do too little and they risk watching inflation expectations de-anchor as a result. The market’s angst about the prospect of tighter policy ahead has been clear for all to see.
With the midterm elections fast approaching, how might the power shift in Washington, and how should investors prepare? Global Market Strategists Hugh Gimber and Meera Pandit delve into the key issues and offer insights on how policy shifts could affect the economy and markets.
Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.
Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.
Environmental, social and governance (ESG) factors are increasingly used alongside traditional financial metrics to gain a better understanding of the risks linked to the sustainability of any investment. There are many ways in which these factors can be incorporated into an investment process, depending on how investors want to align their financial objectives with their values. A notable development we’ve seen most recently is an evolution from investors simply focusing on mitigating ESG risks and employing exclusionary frameworks, to also considering the potential opportunities ESG investing can offer and aligning portfolios accordingly.
Replacing internal combustion engines with electric vehicles is vital if the world is to hit emissions reduction targets. The transition to battery-powered electric cars has dominated the headlines in recent years, but attractive sustainable transport investment opportunities can also be found among the battery makers, semiconductor manufacturers, charging station operators, component suppliers – and many others besides – that are helping to make the electric vehicle revolution possible.
A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.