Topix hits 30-year high as PM Suga announces resignation

Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.

Covid-19 index: when might life return to ‘normal’? – August 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.

Japan: Olympic host’s equity market is uniquely positioned

Japan

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.

EU’s ‘Fit for 55’ strengthens sustainable outcomes focus

EU

The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.

Covid-19 index: when might life return to ‘normal’? – July 2021

With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.

Fashion eyes sustainability via the circular economy

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change

Japan’s software revolution is making up for lost time

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Despite being a global hardware leader, Japan is behind the curve on software. However, the use of software solutions by companies is at last picking up pace

Global Sustainable Outcomes – News & Views Q1 2021

This issue looks at inflation and the growing conversation around it as it begins to rise across the world, and looks at sustainability within fashion using a visit to London’s flagship Adidas store to look at how brands are tackling the industry’s carbon footprint.

Asset allocation update: standing pat

Globe

Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.

Konjunkturprognosen – 2. Quartal 2021

William Davies wirft einen Blick auf die Ereignisse in verschiedenen Regionen der Welt im 2. Quartal, von der Wirtschaftsleistung und den Konjunkturpaketen bis hin zum Tempo der Wiedereröffnung „Post-Covid“ und den Jobaussichten – und was dies alles für die Zukunft bedeuten könnte.