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Issues currently moving the markets

Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog – 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…

CHI LO
| 11.08.2022
Skies clear for billion-dollar US climate spending bill
FRONT OF MIND | Blog – 4 Min

Skies clear for billion-dollar US climate spending bill

A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending…

EDWARD LEES
+1 other(s)
| 09.08.2022
The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog – 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…

CHI LO
| 08.08.2022

The Big Question

What’s the risk of a US recession in 2023?

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Portfolio perspectives

Investment strategies and asset allocation

Can private markets help investors ride the inflation wave?
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Can private markets help investors ride the inflation wave?

Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets...

LAURENT GUEUNIER
| 17.08.2022
Can equity value investing be sustainable?
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Can equity value investing be sustainable?

Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint...

RAUL LEOTE DE CARVALHO
| 03.08.2022
Asset allocation highlights – Expectations out of line
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation highlights – Expectations out of line

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

MAYA BHANDARI
+1 other(s)
| 02.08.2022

The Big Topic

SUSTAINABILITY MATTERS

All our views, all in one place.

Forward thinking

Trends shaping the future

To reach net zero, overhaul the built environment
FORWARD THINKING | Blog - 4 Min

To reach net zero, overhaul the built environment

Buildings account for over a third of global energy-related CO2 emissions. Focusing on reducing these – both operational and embodied...

NICOLAS TOUPIN
| 16.08.2022
US climate spending – How does it reduce inflation?
FORWARD THINKING | Blog - 4 Min

US climate spending – How does it reduce inflation?

Billions of dollars are set to be allocated to bolstering US infrastructure under the Inflation Reduction Act, a belated but...

EDWARD LEES
| 15.08.2022
How will the US Inflation Reduction Act boost climate action?
FORWARD THINKING | Blog - 4 Min

How will the US Inflation Reduction Act boost climate action?

After a tense few months during which President Joe Biden’s climate plans appeared to be dead in the water, a...

BERENICE LASFARGUES
+1 other(s)
| 12.08.2022

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