China: Restarting engine three
The downtrodden Chinese consumer needs a helping hand if the country is to resume its growth flight path, says multi-asset investor Colin Graham.
07-06-2022 | Monthly outlook
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Insight
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Insight
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Quarterly outlook
The most important ESG issue in the coronavirus crisis is our response
As soon as the coronavirus crisis hit our society and financial markets, we received many questions on how this relates to sustainable investing and ESG.
31-03-2020 | Column
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | Insight
Active ownership: Challenge Accepted – Engage to change
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