News and Insights - Portugal EN INSTITUTIONAL

Macro views

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

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

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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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?

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.

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.

Emerging Markets

4 min read

India research: the economic backdrop Over the past few quarters, we have witnessed a rapid deceleration in consumption patterns and growth in India, but Indian policymakers have started to take action to tackle this slowdown.

Responsible Investment

6 min read

ESG Viewpoint: The quest for workforce disclosure The workforce data quest: why we need it and why it helps companies as well

Responsible Investment

6 min read

ESG Viewpoint: Antimicrobial resistance – an investor perspective on a pressing global threat One of our key corporate engagement topics is antimicrobial resistance, which is a pressing global challenge.

Emerging Markets

4 min read

India research: healthcare and financial inclusion India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.

Multi-Asset

2 min read

Pyrford Perspectives: the US Fed funds rate The Fed recently lowered its benchmark funds rate again.

Multi-Asset

2 min read

Pyrford Perspectives: Brexit here, civil unrest elsewhere October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.

Multi-Asset

2 min read

Pyrford Perspectives: lower global growth forecasts The IMF lowered global growth forecasts again during its October update.

Emerging Markets

4 min read

Redefining the purpose of a corporation In August, the Business Roundtable (“BR”), an association of chief executive officers of the leading US companies, made a...

Emerging Markets

10 min read

Responsible Global Emerging Markets Strategy The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.

Responsible Investment

6 min read

ESG Viewpoint - Gender diversity – are German companies keeping up? We engaged Germany’s largest listed companies on the lack of female representation at senior leadership levels.

Macro views

3 min read

Auto breakdown in Germany? How are Germany’s auto giants facing up to deep structural change, and will France assume leadership of the eurozone economy?

Responsible Investment

6 min read

ESG Viewpoint - 2019 Voting Season Review US and Canada Our views on the key trends arising at US and Canadian companies during the 2019 voting season.

Macro views

3 min read

Is the end of globalisation nigh? Is the world about to turn in on itself once again?

Responsible Investment

3 min read

ESG Viewpoint: Access for Growth in India An insight on companies providing responsible access to healthcare and finance in India

Macro views

3 min read

Are we closer to a US recession? In August 2019, the US Treasury bond yield curve did something it does only rarely: it inverted.

Macro views

3 min read

Decarbonisation – net zero or bust? Achieving the goal of the Paris climate agreement means the global economy needs to have net zero carbon emissions by around mid century.

Responsible Investment

3 min read

Climate change engagement: a framework for the future How we are translating the ambition of the Paris Agreement into expectations of companies.

Macro views

2 min read

Pyrford Perspectives: tariff tensions and rate reductions Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.

Multi-Asset

2 min read

Pyrford Perspectives: What’s going on in Italian politics? The team at Pyrford investigate the disappointing levels of productivity growth around the world.

Fixed Income

10 min read

Did the Fed just go Minority Report? The Federal Reserve recently cut the Fed Funds rate in an effort to pre-empt negative outcomes

Macro views

3 min read

The UK economy: life after Brexit How well prepared is the UK economy for life after Brexit, deal or no deal?

Election reaction

Closing Bell

Energy transition in developing Asia

News & Insights