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Analysis

12 December 2023 • By Johann Ple • 1 min read

How investors can ride the green bond wave

Investors are currently able to access historically high yields without needing to move too far along the risk spectrum. This has meant continued stro...

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US recession looms over economy, positioning portfolio for defence

While the US economy has been surprisingly resilient in 2023, the risks are mounting. It’s likely the world’s biggest economy is headed for recess...

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Income investors don’t need to catch falling knives

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have cost...

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RBA: Alert but not alarmed

I think it unlikely that the Reserve Bank of Australia (RBA) board meeting on 5 December will decide on a further hike in the policy rate. The Octo...

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Opening private markets to smaller investors

There is increasing investor interest in private markets. And a large part of that increasing interest is from smaller investors who are seeking how t...

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Is it (im)possible to invest in biodiversity?

The financial sector has recently been showing a growing interest in investing in biodiversity-related financial instruments. In Robeco’s annual ...

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Bitcoin could soar to new highs if spot ETFs are approved in the US

The price of bitcoin and Ethereum could rally significantly if a spot bitcoin exchange traded fund (ETF) is approved in the US, which would greatly bo...

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Common global definitions on responsible investment to help reduce greenwashing

A new global guidance on terms used in responsible investing will help to promote greater consistency between asset managers in describing their inves...

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Why the ‘high for longer’ narrative is flawed

The market view on growth has undergone a furious transformation this year. In January, we were bracing ourselves for a hard landing. Then we were tol...

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Why hasn’t consumer spending fallen off a cliff?

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investo...

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