The key central banks have a preference for injecting liquidity rather than further interest rate cuts.
Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
Perspectiva a 5 años
Industria y servicios: historia de dos índices
Los inversores tienen que poner en perspectiva el debilitamiento de la confianza en el sector manufacturero, ya que los datos del sector servicios son una señal más fiable, según el gestor Rikkert Scholten.
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
In denial, but for how long?
In our latest Central Bank Watcher, we examine the policy and actions of the world’s major central banks.
Ireland catches up with Germany on sustainability measures
There is a clear relationship between the strength of a country’s ESG profile and its creditworthiness.
Integrating ESG in Euro Government Bond portfolios
The ESG ranking of a number of euro periphery countries has improved, after having reached a low in 2010.
Why do we rank countries on sustainability?
The Country Sustainability Ranking is the start of the analysis of a country and aims to lead to a better founded investment decision.
Better decisions with Country Sustainability Ranking
The financial crisis that erupted in 2008 underlined the need to look beyond credit ratings and the classic set of fundamental data and prompted us to develop an analysis process for sustainability on a country level.