744 publicaciones disponibles

Macrocast

20 de enero de 2020

The delicate art of ghostbusting

The ghosts in the machine: zombie firms, unable to cover their debt servicing costs with their current earnings, can significantly deplete potential growth.

Iggo's insight

17 de enero de 2020

Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...

Research & Investment Strategy

16 de enero de 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Research & Investment Strategy

15 de enero de 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

Macrocast

13 de enero de 2020

Previewing the Strategy Review

The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...

Iggo's insight

10 de enero de 2020

Growth better, returns maybe not

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

Macrocast

6 de enero de 2020

New year, old issues

US elections: middle-class hunting is conducive to fiscal adventures.

Responsible investment

19 de diciembre de 2019

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

Research & Investment Strategy

17 de diciembre de 2019

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.