The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
The investment implications of tax reform
Investment Outlook 2018
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies