836 insights found

The Evolving Economy

18 July 2019

What investors need to know about clean technology

Consumers, governments and corporations are assessing their environmental practices, and developing new clean technologies, as the impact of climate change takes its toll on the planet.

The Evolving Economy

16 July 2019

Technological change: the shifting economic landscape

The relentless advance of technology over the past 20 years has changed the world and caused a fundamental shift in the ways that economies work. The truly global nature of markets, and the low level ...

Macro insights

16 July 2019

US economic data underlines case for rate cut, China recovery not yet on solid footing

Last week was an important one for US monetary policy. Federal Reserve Chair Jerome Powell gave testimony to Congress where he effectively endorsed market expectations for an easing in monetary polic ...

Iggo's insight

12 July 2019

Yield not equal to return

Bonds have sold off a bit this week, but I believe that the bull market remains in place. Global monetary policy is about to be eased yet there are reasons to be relatively relaxed about the near-ter ...

Fixed income

12 July 2019

Q2 2019: Lower rates, slower growth

With trade tensions being the largest threat to the macro outlook, investors are looking to central banks to provide support. So far, central banks have indicated their willingness to provide easier ...


12 July 2019

The Fed’s pre-emption function

Jay Powell chose to accentuate the negatives at his House Committee hearing. He downplayed the strength in the latest US GDP print and focused on the slowdown in business investment.

Macro insights

11 July 2019

World population day

Three decades ago, on 11 July 1989, World Population Day was established by the United Nations as way of focusing attention on the importance and urgency of population issues.

Rosenberg equities

09 July 2019

Diversity in Earnings Calls

In this note we analyse quarterly earnings calls for evidence of commitment to and progress in creating diversity.

Macro insights

08 July 2019

US employment data rebounds, Greece hits the polls while trade tensions emerge between Japan and South Korea

Last week’s US employment report eased concerns over a potentially imminent interruption to jobs’ growth, with June’s headline 224,000 expansion, unwinding May’s disappointing numbers.