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In Credit Weekly Snapshot – 22 April 2024
In Credit Weekly Snapshot – 22 April 2024
23 April 2024
Earnings season: Will Q1 earnings deliver?
Earnings season: Will Q1 earnings deliver?
23 April 2024
After a strong start to the earnings season, a big week lies ahead.
Regulation set to supercharge push on plastics
Regulation set to supercharge push on plastics
22 April 2024
Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
17 April 2024
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
In Credit Weekly Snapshot – 15 April 2024
In Credit Weekly Snapshot – 15 April 2024
16 April 2024
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
15 April 2024
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Thomas Mulhall
Thomas Mulhall
12 April 2024
John Batten
John Batten
12 April 2024
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Earnings season: Will Q1 earnings deliver?
Earnings season: Will Q1 earnings deliver?
23 April 2024
After a strong start to the earnings season, a big week lies ahead.
Regulation set to supercharge push on plastics
Regulation set to supercharge push on plastics
22 April 2024
Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
17 April 2024
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
15 April 2024
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
11 April 2024
Our report outlines our global active
ownership, including a selection of engagement case studies.
Interest rates, inflation and immigration
Interest rates, inflation and immigration
8 April 2024
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
The first cut is the easiest
The first cut is the easiest
2 April 2024
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
The Good, the Bad and the UK Stock Market
The Good, the Bad and the UK Stock Market
28 March 2024
After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.
Green machines: the future of transport
Green machines: the future of transport
26 March 2024
How are the different modes progressing?
Japan: we’re more convinced than ever
Japan: we’re more convinced than ever
22 March 2024
We spent two weeks there and met dozens of companies. But which businesses look best placed?