Unser Insights

Quick Take with Mark Hargraves on the evolving economy

The changing climate for sustainable investment

This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

What investors need to know about the evolving economy

The five themes driving growth within the Evolving Economy

Thematic equities in focus

In many ways 2020 was an “extra”-ordinary year. People all around the world were forced into lockdowns, many businesses had to cease operations or were severely disrupted, whereas other parts of the ...

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.