720 insights found

Iggo's insight

08 November 2019

A very British bounce?

There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.

Responsible investment

08 November 2019

Just Transition: Managing the social impact of a low-carbon transition

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

Iggo's insight

01 November 2019

Boom, bust or blah!

The end-cycle slowdown could still end up in a recession in the next year or so. But it would be an odd one. Real rates never got anywhere near as high as before previous recessions in the US and the ...

Investor thinking

01 November 2019

Demystifying portfolio construction for secured finance assets

It is only in the last few years that institutional investors have started to comprehensively consider the more niche alternative asset classes available to them.

Research & Investment Strategy

31 October 2019

Dude, where’s my yield?

Dividend investing in Eurozone equity markets

Research & Investment Strategy

23 October 2019

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.

Rosenberg equities

23 October 2019

Perspectives Global Equities - Q3 2019

Markets were given a boost early in the quarter when the US Federal Reserve (the Fed) cut interest rates and central banks globally maintained supportive monetary policies.

Iggo's insight

11 October 2019

Changes

Markets have performed well this year despite all the uncertainties. A clearing of some of those is possible in the weeks ahead (possible I said, not probable). If that does happen, risk is likely to ...

Research & Investment Strategy

10 October 2019

US repo rate surge

Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.