Navigate these turbulent times with insights from our investment teams.
Navigate these turbulent times with insights from our investment teams.
David Sneyd is joined by Jo Raven from the FAIRR Initiative to discuss the progress that is already underway to create a more sustainable food production system, including the rise of alternative, plant-based proteins in the food supply chain.
David Sneyd is joined by Jo Raven from the FAIRR Initiative to discuss the progress that is already underway to create a more sustainable food production system, including the rise of alternative, plant-based proteins in the food supply chain.
David Sneyd is joined by Jo Raven from the FAIRR Initiative to discuss the progress that is already underway to create a more sustainable food production system, including the rise of alternative, plant-based proteins in the food supply chain.
The news of a vaccine breakthrough is decidedly positive and equity markets around the world surged as a result.
Election night clarity was probably too much to hope for.
In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
The IMF has emphasized the need for greater public investment in the ‘post pandemic’ phase of the recovery.
Given the current structure of the race, a Democratic presidency looks likely, coupled with a very slight Democratic edge in the Senate.
In our view, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus.
For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar.
From toilet paper shortages to extreme job losses and GDP figures that are literally off the charts, to oil futures trading briefly with negative dollar prices, 2020 has thwarted many embedded assumptions about the world.
The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election.
