China is making good RI progress, despite its contradictions
China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.
Market Monitor – 10 September 2021
Stock markets around the world have spent most of the week on the back foot: concerns over slowing growth and a sluggish post-pandemic recovery have been to the fore again and share prices have displayed higher levels of volatility in the last few days.
Global Sustainable Outcomes – News & Views Q2 2021
This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.
Market Monitor – 27 August 2021
Global stock markets have made steady gains this week with investors happy to wait for direction from America’s Federal Reserve bank at its forthcoming annual symposium in Jackson Hole, Wyoming.
Market Monitor – 20 August 2021
Share prices around the world sustained sharp losses this week over fears that central banks could soon start to scale back market stimulus measures as the post-pandemic recovery continues.
Investment team updates – Bullet points 20 August
Our investment team provide their weekly snapshot of market events.
Is Japan really a disappointing equity market?
Alex Lee challenges the country’s reputation as poor for equities, examines its performance over the past decade and outlines why he thinks Japan’s long-term prospects remain favourable.
Market Monitor – 13 August 2021
Global stock markets have made steady progress this week: while there is still no sign of an imminent tightening of monetary policy by any of the major central banks, concerns over the spread of the Delta coronavirus variant continue to limit gains.
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.
Investment team updates – Bullet points 6 August
Our investment team provide their weekly snapshot of market events.
