This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of Italy's highly volatile political environment, and the possible implications for the markets