G7 stockbuilding rose to a joint record share of GDP in Q1 and a prospective normalisation will act as a major drag on global growth, argues Simon Ward, Economic Adviser.
Stockbuilding data add to recession concerns
The case for Europe
Find out why we believe this cycle will be different for European equities.
Is green hydrogen a net zero game-changer?
The global race to decarbonise is driving strong investment into green hydrogen projects. As a renewable energy source, could this humble molecule prove to be a game-changer in achieving net zero by 2050?
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
ESG 101: Leveraging ESG in Relationship Building
How financial professionals can assess clients’ values and financial goals to connect them with appropriate ESG solutions.
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
When the Rising Tide That Lifts All Boats Subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
Fade the “better” economic news
Recent data “resilience” has boosted soft landing hopes but will likely prove fleeting, while promoting central bank policy overkill, argues Simon Ward, Economic Adviser