Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Fixed income: from recovery to expansion
Gene Tannuzzo talks about an expectation that 2022 will see the market narrative transition to the traditional expansionary phase of the business cycle, and we round up the Macro/Government Bonds, Investment Grade and High Yield spheres
Global Sustainable Outcomes – News & Views Q3 2021
We look at the economic consequences of shutting down the world and then hitting the restart button; as well as the issue of increasing water scarcity around the globe and the social and economic costs of finding solutions to this.
Global Sustainable Outcomes – News & Views Q4 2021
Pauline Grange, Portfolio Manager, and Jess Williams, Portfolio Analyst, take a look at 2021 as a whole from a responsible investment point of view – from the COP26 conference and country and region responses to the climate crisis, to ongoing fossil fuel use and net-zero issues.
COP26 summary: a meaningful result
From 31 October – 13 November world leaders and their delegations from nearly all countries across the globe came together to work on the issue of climate change. We look at what was achieved over the course of the conference.
Why effective carbon pricing can be pivotal in accelerating the net-zero transition
Carbon pricing is a critical policy tool to promote decarbonisation and achieve CO2 emission reductions in line with the goals of the Paris Agreement on climate change.
Human rights, corporate wrongs & investment impacts
Respect of human rights can help drive the long-term sustainability and success of any corporation.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Responsible Investment Quarterly – Q3 2021
View the RI team’s report from the third quarter of 2021
