Pricing ESG risk (or not)
Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.
Equities in 2021: Prepare for potholes on the road to recovery
Compared to 2020, which was a year of economic retrenchment, 2021 is shaping up to be a year of economic recovery.
Europe’s path to net zero
Deciphering Europe’s ambitions, actions and ability to reach net zero
Perspectives Global Equities
Economy and markets: Vaccines and stimulus support investor sentiment
Global Factor Views
Macroeconomic and equity market backdrop
Should responsible investors only consider ‘green leaders’?
Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
Inflation is hot news in 2021, but a cool down may be round the corner
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
Multi-Asset Investment Views – April 2021
In this quarterly video, Serge Pizem, Global Head of Multi-Asset Investments, shares his views on the global economic outlook.