Beyond the pause: What happens after peak rates?
A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.
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On the Minds of Investors
Sustainability and portfolio returns
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
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India’s appeal to investors
This paper, written by Tai Hui, discusses the outlook for India equities and the investment implications.
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European stocks deserve more attention
Europe has made structural improvements and we think investors should sit up and take notice.
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What happens if the US breaches the debt ceiling?
Global Market Strategists Meera Pandit and Max McKechnie explain the implications of a potential failure of US debt ceiling negotiations.
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The changing shape of Europe’s energy transition
Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.
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The advantage of high dividend stocks in a stagflationary environment
Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.
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Answers to the key questions raised by the recent stress in the banking sector
Amid ongoing market volatility, the Market Insights team answers the key questions raised by the recent stress in the US and European banking sectors.
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The impact of higher interest rates on housing and consumers
Learn whether rising interest rates could cause a housing market crash and what it means for consumers.
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Green bonds: Is doing good compatible with doing well in fixed income?
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
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Marking the bottom of the Chinese economic cycle
This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.
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Achieving net zero: The path to a carbon-neutral world
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
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A new supercycle – the clean tech transition and implications for global commodities
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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