EU’s ‘Fit for 55’ strengthens sustainable outcomes focus
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.
Japan: Olympic host’s equity market is uniquely positioned
With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.
Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
Covid-19 index: when might life return to ‘normal’? – June 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.
Economic forecasts
William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Fixed income: year-to-date performance summary
As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Covid-19 index: when might life return to ‘normal’? – May 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.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
