Investments

How can bond investors fairly score countries for ESG?

Inflation, interest rates, recession…

As global interest rates show early signs of topping or ‘rolling over’, asset managers are warning that the longer-term outlook has flipped from ‘lower for longer’ as experienced for more than a decade post-GFC, to ‘higher for longer’. “In our five-year outlook, we are putting higher inflation rates in on average over the next five years than you have seen over the last five years, or indeed the last 25 years,” said Colin Graham, Head of Multi Asset Strategies at Robeco, during a recent Momentum Investments webinar.

Emerging Markets 2.0: New Investment Mindset Required

One year on from the Inflation Reduction Act – who are the winners and losers?

Last year’s US Inflation Reduction Act was a landmark piece of legislation that aims to spur investment in green technology. We look at which sectors have felt the greatest impact so far.