Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

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.

Pay them and they will come?

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

Genetics: An exciting and investable theme

Depending on how long ago you last attended a biology lesson, messenger RNA (‘mRNA’) was probably not a term many of us would have been particularly familiar with a couple of years ago.

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Magic Money Tree Worship

Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party

RI - Did 2020 deliver a premium for the top ESG equities?

There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic...

The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

September Oped - Unfortunate Combination

The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown

German elections: The post-Merkel era

Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament

September Global Macro Monthly - Supply constraints add to inflation angst

The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading Scheme (ETS) and Carbon Border Adjustment Mechanism...

Asia: “Made in Vietnam”

Rising globalisation has greatly benefitted emerging Asia as supply chain migration from developed countries fuelled the region’s tremendous export growth over the past decade

RI - Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions

To meet the Paris Agreement net zero goals, both emissions reductions and carbon offsetting will play a critical role in delivering a manageable transition.

Iggo's insight - 4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

AXA IM launches the ‘AXA IM Climate Transition Award’ in collaboration with the AXA Research Fund

The award will recognise transformative scientific research to power the climate transition and reach net zero

Research - Decoding China’s regulatory paradigm shift

A powerful regulatory storm sweeping through many parts of the Chinese economy has left investors baffled at Beijing’s intentions behind the far-reaching actions

Evolving Economy - Clean winner: the global transition to carbon neutrality represents a huge opportunity for growth

As governments around the world ramp up investment in green energy, the demand for clean technologies is set to increase

Evolving Economy - The expanding middle class: why global affluence is a developing trend

Despite Covid-19 sending 100 million back into poverty, society is getting wealthier over the long term

Iggo's insight - The supply wobble

The pandemic has disrupted global supply in product and labour markets. This