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Macro views

Macro Update - 30 March 2020

Unemployment claims and unconventional central bank policy – Steven Bell sets out his thoughts on the state of economies and markets as we start the week.
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Responsible Investment

Coronavirus and climate change

We consider the effects of the COVID-19 pandemic on climate change.
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Responsible Investment

Corporate governance implications of the COVID-19 pandemic

Early corporate governance implications of the COVID-19 pandemicWe consider how the COVID-19 pandemic is affecting corporate governance standards and practices.
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Macro views
8 min watch
Macro Update - 30 March 2020 Unemployment claims and unconventional central bank policy – Steven Bell sets out his thoughts on the state of economies and markets as we start the week.
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Responsible Investment
6 min read
COVID-19: the early impact on staff and stakeholders We discuss the early implications of the coronavirus pandemic on staff and stakeholders across sectors.
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Responsible Investment
6 min read
Corporate governance implications of the COVID-19 pandemic Early corporate governance implications of the COVID-19 pandemicWe consider how the COVID-19 pandemic is affecting corporate governance standards and practices.
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Responsible Investment
6 min read
Coronavirus and climate change We consider the effects of the COVID-19 pandemic on climate change.
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Macro views
7 min read
An Insight into the oil price - March 2020 The price of oil has plummeted recently. This memo explains the drivers of the recent price development plus discusses the impact and outlook.
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Macro views
5 min watch
Steven Bell – Macro Update 23 March 2020 The full scale of the economic impact is now being understood.
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Responsible Investment
6 min read
ESG implications of the COVID-19 pandemic We consider the implications of the COVID-19 pandemic on ESG issues.
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Responsible Investment
6 min read
Gender Diversity – a decade of progress, but it must continue We reflect on a decade of progress in gender diversity and recognise it must continue
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Responsible Investment
6 min read
ESG Viewpoint: Are Indonesian companies waking up to climate risk? We travelled to Indonesia to meet major palm oil and coal industry companies.
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Emerging Markets
5 min read
Active ESG investing in emerging markets Emerging markets are often seen as exotic, niche, risky parts of the market. While it’s certainly true that they are often more volatile versus their developed market peers; it’s also true that they offer potentially huge opportunities for long-term investors.
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Multi-Asset
2 min read
Market Update – Coronavirus Paul Niven gives an update on coronavirus and its effect on equity markets.
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Responsible Investment
6 min read
A new life for old coal power? We consider how sustainable repurposing coal-powered plants into alternative fuel plants really is.
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Multi-Asset
6 min read
Global Perspectives - February 2020 Global equities – where to from here?
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Responsible Investment
3 min read
ESG Viewpoint: BP sets a course for net zero BP has committed to become net zero carbon by 2050 – we set out the steps we recommend it takes.
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Macro views
5 min read
Market Reviews - January 2020 GBP Market reviews - GBP, FTSE All-Share, FTSE World Europe ex UK TR GBP, FTSE All-World North America TR GBP, FTSE Japan TR GBP, FTSE All-World Emerging TR GBP, FTSE World Asia Pacific ex Japan TR GBP
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Responsible Investment
6 min read
ESG Viewpoint: living wage in the retail sector We engaged 10 retailers on living wages on taking progressive approach to human capital management.
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Multi-Asset
6 min read
Global Perspectives Our chief economist Steven Bell assesses the prospects for economies and markets in 2020.
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Fixed Income
10 min read
Live your best life Our 2020 fixed income outlook: Near term, the environment is reasonable, but markets living their best...
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Macro views
6 min read
Opening Bell After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits?
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Responsible Investment
ESG Video: Energy transition in Developing Asia Watch our video on engaging energy companies in Asia to align their emissions profiles to the Paris Agreement goals.
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Macro views
6 min read
Looking ahead to 2020 Listen to what Steven Bell, Director and Chief Economist, believes are the key macro themes to look out for in 2020
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Macro views
6 min read
Election reaction Boris Johnson has swept back into No.10 and it’s full steam ahead for Brexit. What will a Conservative majority government mean for the economy and investment markets?
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Macro views
6 min read
Closing Bell At the start of 2019, investors were nervous and confidence was fragile. But a few days later came the dramatic pivot by the US Federal Reserve.
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Responsible Investment
6 min read
Energy transition in developing Asia We travelled to Asia to encourage energy companies to align their emissions to the Paris Agreement goals.
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