659 insights found
12 July 2019
Yield not equal to return
Bonds have sold off a bit this week, but I believe that the bull market remains in place. Global monetary policy is about to be eased yet there are reasons to be relatively relaxed about the near-ter ...
12 July 2019
Q2 2019: Lower rates, slower growth
With trade tensions being the largest threat to the macro outlook, investors are looking to central banks to provide support. So far, central banks have indicated their willingness to provide easier ...
05 July 2019
Here Comes the Summer
Bond returns are being driven by expectations of monetary easing and an unerring search for yield. The result is yields that are increasingly falling below policy interest rates. This may only revers ...
02 July 2019
Chasing yield: Bond liquidity in a post-crisis world
There has been no shortage of press coverage on financial market liquidity in recent months, with at least three examples of asset managers experiencing difficulties with the management of mutual fun ...
01 July 2019
A lifetime of gender inequality: What investors can do
Investors’ focus on diversity has principally centred on female representation in the board room. But in this research paper we study the dynamics of gender inequality throughout a woman’s entire wor ...
21 June 2019
Lower rates, no recession
Navigating through all the noise out there, it seems the most sensible expectation that investors should have is described by “lower rates but no recession”. Central banks were more dovish again this ...
21 June 2019
June Investment Strategy: This war talk’s spoiling all the fun
The US economy is still strong, whereas the Eurozone shows weakening signs
20 June 2019
Impact investing: Developing a drug to help eradicate River Blindness
The objective of impact investing is to simultaneously deliver both financial and societal returns. These two criteria are not conflicting but are both demanding. The financial targets are not token ...
14 June 2019
Coal phase out: The investment case
Coal has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. Right now, it remains an important part of the energy mix, fuelling base-load power stations across ...
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