RI - Green bonds market expected to top the $1trn mark in 2021

Despite the year’s myriad of challenges, 2020 represented a huge step forward for the green bond market.

Iggo's insight - Persistence

Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.

Research - How can President Biden tackle Climate Change?

The challenges Biden will face in reducing greenhouse gas emissions

RI - COVID-19: Data privacy risks and potential opportunities

The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies

Evolving Economy - Singles Day: China’s biggest e-commerce phenomenon

Singles Day originated in 1993 in China in response to Valentine’s Day and as a celebration of
being single.

Tomorrow Augmented Social climbing: ESG investors get their heads around social risks

Thanks to COVID-19, ESG factors - and the social element in particular - are in the limelight

Tomorrow Augmented COVID-19: Stewardship and the pandemic

How has the coronavirus crisis impacted stewardship and how we might invest?

Iggo's insight - Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Iggo's insight - Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Research - RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Evolving Economy - Cyber Monday: 4 reasons online sales are surging

Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.

Tomorrow Augmented COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?

Tomorrow Augmented How has the pandemic impacted the outlook for robotics?

COVID-19 has highlighted many areas where robotics have proven beneficial. Despite the global economic slowdown we expect the long-term trend to remain positive.

RI - Climate Alignment Principles: How to invest in line with a +1.5˚C goal

As efforts to deliver on the Paris Agreement galvanise, investors are beginning to
switch from simple commitments to tangible actions.

Iggo's insight - Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Iggo's Insight - Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Iggo's insight - See the light

Stock markets reached record highs before the Thanksgiving holiday.

Iggo's Insight - Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

Iggo's Insight - Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets

RI - Green bonds: How active management aims to make the most of a dynamic sector

The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.