The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
This quarter has not been an easy one for most investors.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Discover how growth stocks have surpassed value stocks since 2007, and the economic scenarios in which value could once again outperform growth stocks.
Our Market Insights team take a look at the political event of 2020 and how the US election may affect financial markets.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
While Europe faces some of the macro challenges that have plagued Japan for the last 30 years, investors shouldn’t oversimplify and extrapolate into a dismal outlook for European stocks.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
The US economy is now entering recession. Initial jobless claims – a measure of the number of new filings to receive unemployment benefits – rose to 3.283 million for the week ending 21 March.