492 insights found

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

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.

Macrocast

Deep purple?

If after the January 5th run-offs in Georgia the Democrats still don’t control the Senate, President-elect Biden will have to try to follow a “purple pathway” on economic policy to address “secular s ...

Iggo's insight

And the winner is....

It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.

Iggo's insight

The trade-off

Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.

Iggo's insight

Go for growth

The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.

Iggo's insight

Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Responsible investment

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?

Iggo's insight

No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.