June 02, 2023 How the Yen Drives Japan’s Monetary Policy by Yusuke Hashimoto, Brad Gibson Inflation is up in Japan, but the Bank of Japan seems unresponsive. Here’s what’s really going on. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
March 31, 2023 Yield Curves and Debt Ceilings: Investing Beyond the Headlines by Scott DiMaggio, Eric Winograd Could debt-ceiling drama create investment opportunities? Economics, Fixed Income, Policy & Regulation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 14, 2023 Will Japanese Bond Investors Come Home in 2023? by Yusuke Hashimoto, Wataru Araiso Even if the Bank of Japan exits its ultra-easy monetary policies, that might not be enough to lure Japanese investors away from foreign bond markets. Here’s why. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
February 10, 2023 Modern Slavery in Mining Looms as a Key Risk to Investors by Saskia Kort-Chick, Jeremy Taylor The mining industry is at particular risk from modern slavery. With a thoughtful framework, sound research and company engagement, investors can identify and manage these risks. Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 13, 2023 2023: A Year of Transition for the Global Economy by Eric Winograd This year will likely see a shift from extremely high inflation to worries about slumping growth. Conditions should be better than 2022, but the road will be bumpy. Economics, Fixed Income, Inflation, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 25, 2022 What’s Behind the Drop in Treasury Market Liquidity? by Matthew Scott, AJ Rivers US Treasuries are experiencing a drop in liquidity. What will it take to stabilize this critical market? Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 10, 2022 Cybersecurity for Investors : Why Digital Defenses Require Good Governance Cyber and data security is a hot topic across sectors. Investors must get to grips with the governance issues and growing business risks as a digitally powered world grapples with the need for more secure defenses. Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 01, 2022 Drug Innovation Can Surmount New US Law’s Price Caps: Investing Perspectives on Healthcare Stocks by Edward Bryan, Vinay Thapar Technology and creative research should continue to drive company breakthroughs in medicine and packaging. Equities, Policy & Regulation, Tech & Innovation Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
October 03, 2022 What to Expect from China’s 20th Party Congress The Chinese Communist Party will hold its 20th Party Congress beginning October 16. What change in policies we expect, and what are the macro implications? China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 06, 2022 China Housing: Why This Time Will Be Different Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 29, 2022 What’s Next for the Bank of Japan? by Yusuke Hashimoto, Brad Gibson To change or not to change its policy stance? The Bank of Japan’s decision has implications for the world’s third largest bond market. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 08, 2022 ECB Tilts Toward Climate, but Investors Can Go Further by Erin Bigley, Vivek Bommi, Eamonn Buckley, Markus Peters We think investors need a holistic understanding of climate issues to address the causes and effects of climate change. Climate Change, Fixed Income, Invest for Purpose, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks