479 insights found

Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

Iggo's insight

Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Iggo's insight

Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...

Iggo's insight

Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on th ...

Responsible investment

Biodiversity crisis: Why agriculture threatens biodiversity, and how responsible investors can respond

Biodiversity plays a crucial role in protecting our health. It is only by understanding and respecting its limits that we will maintain the ecosystems that ensure our survival.

Iggo's insight

Word Up

The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past wit ...

Iggo's insight

Living in a box

The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.

Responsible investment

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

Iggo's insight

A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.