One measure of global “excess” money has recently turned negative, which may signal headwinds for equities and other risk assets, argues Simon Ward, Economic Adviser.
Less favourable monetary conditions for markets?
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.
Dayton Test – Can the equity cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
COP26: the global natural resources perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Introducing the REITs 3.0 Flywheel
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.
COP26: the global natural resources perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
COP26: the global natural resources perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.
A new “monetarist” forecast for UK inflation – November 2021
UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.