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    Return of the roaring '50s or ugly '70s: the next decade
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Equities European equities Macro Multi-asset Macro Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Return of the roaring '50s or ugly '70s: the next decade

    If the equity market continues to recover, what will the rebound look like? We examine three similar historical periods to find the most relevant comparison.

    Inflation - defying gravity
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Inflation - defying gravity

    The slight moderation in US inflation data is unlikely to signal an imminent end to the Federal Reserve’s hawkish stance.

    Transition opposition: 3 ways to challenge sustainability sceptics
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Themes Sustainability Sustainable business Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Transition opposition: 3 ways to challenge sustainability sceptics

    Finding it tough to engage pension trustees about sustainable investment? Here are three approaches to cutting through scepticism about sustainability.

    Who is benefiting from the equity rally?
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Who is benefiting from the equity rally?

    Equity markets rallied in July. Some re-risking may be prudent, but sentiment continues to drive markets, warranting caution.

    What does a world with almost free power look like?
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Themes Sustainability Circular economy Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    What does a world with almost free power look like?

    Renewable energy is getting cheaper. What impact is this likely to have on other sectors that are experiencing cost declines?

    The slippery slope
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    The slippery slope

    An inverted yield curve is considered to be a good indicator of recession, but history suggests this may not be as clear cut when inflation is persistently high.

    The new prize: raw materials for clean tech
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Themes Sustainability Net Zero Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    The new prize: raw materials for clean tech

    As the world moves to reduce reliance on fossil fuels, we see an overlooked opportunity for climate-focused investors in commodities vital to clean technology.

    Nature’s value, seaweed’s strength and green luxury
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Biodiversity

    Nature’s value, seaweed’s strength and green luxury

    What news led the sustainability agenda in July? We cover the macroeconomic, corporate and financial stories that sustainable investors need to know.