400 insights found

Iggo's insight

17 January 2020

Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...

Research & Investment Strategy

16 January 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Research & Investment Strategy

15 January 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

Iggo's insight

10 January 2020

Growth better, returns maybe not

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

Responsible investment

19 December 2019

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

Research & Investment Strategy

17 December 2019

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Iggo's insight

13 December 2019

Into the roaring 20s?

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy continue ...

Research & Investment Strategy

13 December 2019

Johnson wins UK General Election - Brexit and the cost of election promises

The UK outlook under a renewed Tory government

Research & Investment Strategy

06 December 2019

Lebanon in the eye of the storm

Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...