2019 Archive

How the spending pledges from the two main British political parties could affect the UK's bond markets.

As street protests spread across the region, is Latin America approaching a tipping point?

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

With less than two weeks to go, we examine the latest developments in the UK general election.

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

What did our visit to an underground farm teach us about agricultural innovations?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

We assess the potential implications for Brexit, politics and markets ahead of the UK’s impending December election.

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

How can investors thrive in a world defined by disruption?

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Our candid thoughts from the 2019 PRI in Person conference.

Why we believe a pledge from an influential US business group is a positive step for sustainable investors.

How increasingly abundant data, and the way in which it is analyzed, could become a competitive advantage.

Boris Johnson has embarked upon a radical but controversial Brexit strategy.

We contemplate the nuances of sustainable investment.

We assess the latest developments as the UK moves closer to the October 31 Brexit extension deadline.

How has the PRI rated our responsible investment policies and practices in 2019?

Here’s what we’ve learned in the first year of stepping up our diversity engagement work with companies.

We discuss the role of wind and solar power in a transition to a greener energy economy.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

We consider the role of liquid real assets in a diversified portfolio.

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

We discuss the new revenue recognition standards.

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

As cobalt becomes more ubiquitous, how can we make sure that vulnerable miners are being protected?

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.

How to address latent (and untapped) demand for responsible investment.

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

What are the ESG risks surrounding sovereign bonds?

Major demographic shifts will have pronounced implications for economies and investors.

How is the UK’s Brexit waiting game playing out in the bond markets?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

As tariffs are hiked again, where does the US-China trade war go from here?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Discussions around sustainability often involve exclusion – but what are the positive opportunities in sustainable investment?

Gold can be an enticing investment – but is it suitable for sustainable strategies?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

The EU and UK finally agree on a Brexit extension until October 31. What happens next?

Why you should look past the online outrage directed at the world’s most consumed vegetable oil.

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

In an unprecedented move, UK politicians are wresting control of the Brexit process from Prime Minister Theresa May.

A new ‘post-globalization’ era may have major implications for investors.

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

What are the investment implications of the World Bank’s key charts of 2018?

The fashion industry is facing growing pressure to clean up its sustainability act.

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

We assess the prospects for global equities in 2019.

With a decade of financial excess now behind us, the risks appear skewed to the downside.

We attended the Climate Exchange conference to discuss how companies, investors and governments can tackle climate change together.

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

The UK prime minister’s emphatic Brexit vote loss last night raises more questions than it answers.

Our recent London conference panel session looked at where markets are heading against an ever-shifting backdrop.