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”.
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.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Emerging market equities: an exciting universe
Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs, and how we as investors navigate the opportunities and challenges posed by this large and diverse market
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Market Monitor – 19 November 2021
Global stock markets have had a mixed week with concerns about rising inflation and increasing Covid-19 infection levels putting a brake on gains.
Market Monitor – 12 November 2021
Stock markets around the world have had a mixed week, with renewed inflation fears denting investor confidence on both sides of the Atlantic as well as in Asia.
Market Monitor – 5 November 2021
Global stock markets have surged this week after central banks in Europe and the United States decided to take a more cautious approach to tightening monetary policy.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
