Search

We review the recent batch of stability programmes in light of the recent EC proposals for new fiscal surveillance rules in Europe. A simultaneous fiscal adjust...

Equity market returns have been solid but there is a focus on why the US market has been so buoyant ahead of an expected recession. There is also concern that t...

Key points:  The move away from inflation-linked bonds is expected but potentially misplaced. Why investors may want to re-evaluate their inflation-linked...

Key points: Concerns around greenwashing reflect a degree of scepticism around sustainability claims Asset managers should commit to greater transparency in an...

Strong domestically-driven inflation in the old “D-mark zone” - in contrast with the developments in the periphery – is a new form of divide in the Euro a...

Higher carry in bond markets – i.e. where investors can borrow at a lower interest rate and invest in an asset providing a higher rate of return – means fix...

Key points: Strong economic growth prospects in Southeast Asia, underpinned by a growing population, natural resources, and its proximity to China, are creating...

Key points:  Biodiversity is a deeply complex topic with a host of potential actions and consequences. The regulatory response so far is reflective of that...