Editor's choiceFRONT OF MIND | Article – 2 Min
Graph of the week – Why aren’t emerging market equities outperforming with China reopening?
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their emerging market peers is striking. It’s also counterintuitive given the…
Front of mind
Issues currently moving the markets
Weekly Market Update – Beyond the US debt ceiling
Now that the US seems to have avoided banging its head into the debt ceiling, market attention is turning back…
Weekly Market Update – It’s all about the journey
Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery while…
The big question
Which is the most common form of hydrogen production today ?
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Investment strategies and asset allocation
Talking Heads – Household loans, an alternative asset class that improves the mix
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for...
Talking Heads - Good times in European high-yield debt
Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among...
Talking Heads – Offence or defence in multi-asset portfolios?
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination...
The big topic
All our views, in one place
Trends shaping the future
The ocean – Worthy of investor attention
Our planet is largely blue for a reason – there is an abundance of water. Livelihoods depend on it. The...
International Day for Biological Diversity 2023 – Building back biodiversity
The theme of this year’s Biodiversity Day is “From Agreement to Action: Build Back Biodiversity” which builds on the results of COP...
Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and...
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