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Issues currently moving the markets

Weekly Market Update – A very gradual recovery in the eurozone economy
Front of mind | Article – 3 Min

Weekly Market Update – A very gradual recovery in the eurozone economy

Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…

ANDREW CRAIG
| 29.02.2024
Graph of the week – Q1 2024, a tipping point for a new computer era?
Front of mind | Article – 1 Min

Graph of the week – Q1 2024, a tipping point for a new computer era?

In February, a sharp rise in quarterly revenues reported by leading US manufacturers of semiconductor chips have further boosted the…

ANDREW CRAIG
| 28.02.2024

The big question

What will the 10Y US Treasury yield be by year end?

Tell us your view

Portfolio perspectives

Investment strategies and asset allocation

Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast - 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024....

HUSEYIN AKAR
+1 other(s)
| 26.02.2024
Dare to diversify
Portfolio perspectives | Article - 3 Min

Dare to diversify

‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim....

FABIEN BENCHETRIT
| 21.02.2024
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
Portfolio perspectives | Podcast - 13:09 MIN

Talking Heads – Consider the ‘cushion’ of US investment-grade bonds

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit...

YRIEIX DE JAMES
+1 other(s)
| 19.02.2024

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Society’s challenges can be efficiently addressed through innovation including AI
Forward thinking | Article - 3 Min

Society’s challenges can be efficiently addressed through innovation including AI

Innovative private sector solutions will be important in addressing challenges such as ageing populations in a way that helps reduce...

IMPAX ASSET MANAGEMENT
| 01.03.2024
Why investors should support the transition to safe and sustainable chemicals
Forward thinking | Article - 3 Min

Why investors should support the transition to safe and sustainable chemicals

After years of talks, the Global Framework on Chemicals was finalised late in 2023. It provides a sector-specific roadmap for...

RACHEL CROSSLEY
| 27.02.2024
Mitigating drivers of biodiversity loss will create new markets
Forward thinking | Article - 3 Min

Mitigating drivers of biodiversity loss will create new markets

Biodiversity has rapidly risen up corporate and investor agendas, with growing recognition of the economy’s far‑reaching dependency on ‘ecosystem services’,...

IMPAX ASSET MANAGEMENT
| 23.02.2024

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