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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...

Markets have positive momentum. The bear arguments are well rehearsed, but the evidence of either re-accelerating inflation, or an economic hard landing is not...

Key points: Buy and maintain strategies seek to outperform through fundamental credit selection, risk-optimised portfolio construction and minimising performanc...

Very good news on US inflation, but the rebound of real wages will help the hawks More voices are calling for raising the central banks’ inflation target. Chi...

Inflation is easing back. This is most obvious in the US where headline inflation slowed to 3% in June. If the Federal Reserve (Fed) raises rates again in July...

Key points: The transition to a low-carbon world has become a political and public priority, putting pressure on all economic players to turn greener and requir...

Key points: A variety of multi-sector opportunities exists within the biodiversity universe Diligent analysis can help improve the likelihood that investors’...