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Some old favourite themes have been in focus this week as we took a breather from events in Washington.
RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc
I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.
Climate Alignment Principles: How to invest in line with a +1.5˚C goal
As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions.
December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t
Monthly Op-Ed - Tougher winter, promising summer
Vaccinations underway in the US and UK are a big boost for the outlook for 2021, but the benefits will still take time to arrive.
Global Factor Views
Near-term vaccine euphoria: Vaccine announcements by a number of drug companies in November led to a classic relief rally, with a rotation away from stocks with high earnings quality (which had led t ...
COVID-19: Investors find new ways to drive positive social outcomes
The COVID-19 pandemic has put corporate ESG practices in the spotlight.
Risk premium repression
In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets