The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
What would a Conservative government mean for sterling?
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Disruption and the core infrastructure investor
Impacts of disruption on the core infrastructure investor