Equities (132)

Market volatility: What does it mean for investors?
Investment strategy

Market volatility: What does it mean for investors?

With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...

By Ben Bennett

27 Jan 2022

3 min read

Are we on the cusp of another Roaring Twenties?
Sonja Laud
Investment strategy

Are we on the cusp of another Roaring Twenties?

Even though we're only a few weeks into the new year, investors have already seen some significan...
By Sonja Laud
20 Jan 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Tackling obesity as an ESG issue
ESG and long term themes

Tackling obesity as an ESG issue

The global disease presents risks and opportunities to investors, as well as the chance to delive...
By Jennifer WongJonathan LawrenceMadeleine King
23 Dec 2021
4 min read
Omicronomics: the central bank response to the mutating virus
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...

By Christopher Jeffery

17 Dec 2021

4 min read

Is this a bubble or did Santa just come to town?
Emiel van den Heiligenberg
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
By Emiel van den Heiligenberg
15 Dec 2021
3 min read
Tweaks and GICS: themes and sectors’ shifting sands
Cosmo Elms
Investment strategy

Tweaks and GICS: themes and sectors’ shifting sands

The latest consultation on sector classification reaffirms our conviction that thematic strategie...
By Cosmo Elms
09 Dec 2021
3 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read