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Analysis

15 November 2023 • By Lisa Carroll • 1 min read

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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Short or long fixed income?

Central banks have continued to be active during the Northern summer, despite little macro data. The European Central Bank (ECB) has restated its c...

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Base case of churn and earn, with symmetrical risks around bull case

Most bond market participants were ready for the bear market to end a year ago. In terms of total return, one could make the case that it did: many bo...

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Super funds need to put transaction costs front of mind

The ability for Australian super funds to monitor and manage both explicit and implicit transaction costs is becoming front of mind as the potential f...

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Navigating uncertainty: European outlook for investors

As we bid farewell to another European summer, the region reflects on the surge in vital tourism. Beneath the surface, however, there are complex econ...

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The ‘4 C’s’ creating opportunities for patient investors

Ongoing divergence between the performance of key stocks and sectors is creating opportunities for investors who are patient enough to look beyond sho...

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Social and environmental goals: Why investors can have both

The Sustainable Finance Disclosure Regulation (SFDR) asks us to choose whether a company contributes to an environmental or a social objective, howeve...

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How likely is a recession?

Financial markets and, increasingly, many analysts think we can achieve a soft landing. But surveys of economists still put the odds of a US recession...

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