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Key points: Despite the disinflation process, the outlook for inflation remains volatile Interest rates are in restrictive territory Inflation-linked bonds cont...

Key points: There has been a revolution in corporate annual shareholder meetings over recent years. Companies have been encouraged towards higher standards of r...

Like the British weather, markets in August can often be disappointing. A US ratings downgrade, concerns about supply, and an acceptance that there will be limi...

Key points: Biodiversity must be a priority alongside climate change and asset managers should implement specific engagement strategies Collecting, analysing, a...

Key points Recent but significant improvements in public-debt-to-GDP ratios across the Eurozone are unlikely to persist in the medium-run. History is no reassur...

“Dovish hikes” across the Atlantic. The peak is there – or nearly there Another strong GDP print in the US despite restrictive monetary conditions fuels t...

If the US economy avoids a hard landing, equities should continue to outperform bonds. History tells us it is normally only during periods of recession that the...

Key points Economic growth proved more resilient than expected, particularly in North America. While also true in Europe, recent Eurozone activity has surprised...

Tackling biodiversity loss is a complex, yet necessary, challenge that any long-term investor must take into consideration. As awareness of the value of natural...

Both Fed and ECB are highly likely to hike by 25 bps this week, we think for the last time for the Fed, while we remain more in the “September peak” camp fo...