506 insights found

Responsible investment

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.

Responsible investment

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

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.

Responsible investment

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.

Responsible investment

COVID-19: Investors find new ways to drive positive social outcomes

The COVID-19 pandemic has put corporate ESG practices in the spotlight.

Iggo's insight
10 minute read

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

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.