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Girl flying a kite
September 2021

September Monthly MAST Commentary: Strong Earnings Allow Global Equities to Defy Gravity

Global Equities
Woman wearing white face mask in public
August 2021

Diverging vaccination rates a concern for emerging markets

The recovery in emerging markets has taken a turn for the worse over the last two months. The IMF downgraded its GDP forecast for emerging economies by 0.4%.
Multi-Asset
Woman wearing a protective mask getting vaccinated
August 2021

August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities

Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
Responsible Investment
Truck picking up timber logs in the forest
8 min read
July 2021

Can investors help move the date of Earth Overshoot Day?

Discover the role of investors in moving the date of Earth Overshoot Day.
Multi-Asset
Men at office doing presentation for team
July 2021

July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities

With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
Global Equities
Checking charts on the screen
July 2021

The stock market is in perpetual motion

And so the merry-go-round continues. Government debt piles up whilst interest rates sink well below the prevailing rate of inflation. Real yields? A fading memory.
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