Boletín semanal con la opinión de nuestro CIO de Renta Fija, Chris Iggo, sobre el mercado de Renta Fija.

196 publicaciones disponibles

Iggo's insight

Getting hot?

Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.

Iggo's insight

Richness all around

Iggo's insight

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

Iggo's insight
10 minute read

Kick-off

Central bankers think inflation has undershot medium term targets in recent years.

Iggo's insight

Fuel from the bin

As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.

Iggo's insight

Getting curvy

Inflation is a key focus for investors, meaning uncertainty over what happens to interest rates.

Iggo's insight

Pricing ESG risk (or not)

Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.

Iggo's insight

A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Iggo's insight

A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.