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Should responsible investors only consider ‘green leaders’?
Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
A view from the markets – Sunny with distant clouds
The world remains almost perfect for equities. Growth is strong and earnings are rising.
EU Taxonomy: a pathway to superior corporate sustainability
Climate change is arguably the greatest challenge the world currently faces.
China: Financing the Green transformation
How green bonds can drive Beijing’s sustainability ambition
The inflation outlook: What’s changed?
US stimulus makes a sustainable, gradual inflation rise more likely
Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...
April Global Macro Monthly - Inflation to rise, but how fast and for how long?
Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.
April Op-Ed - The return of inflation is a US story
Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US