Macro views

Macro Update - 6 April 2020

Falling uncertainty – good for recovery from the virus, bad for the economy. Steven Bell explains why, and also argues why he believes interest rates will stay low despite the huge stimulus measures.
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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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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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News & Insights

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