SustainAbility: The Trump Card
Once again, pollsters and forecasters were proven wrong. What was thought to be a close...
Perspectives
Investment Research Offsite 2024 Recap
In September, investment colleagues from around the world met in Boston to discuss investment trends and showcase their latest research. It was also a welcome opportunity for researchers, portfolio managers,...
Latest Articles
Take Two: US Inflation Rises; COP29 Focuses on Finance and Emissions Targets
US annual inflation rose for the first time in seven months in October, moving further away from the Federal Reserve’s (Fed) target. The headline Consumer Price...
JP’s Journal: Whose Money Is It?
There was much to applaud in the Chancellor’s Mansion House speech last Thursday. It built upon her Budget message that the UK has under invested...
2025 Fixed Income Outlook: A Year of Opportunity Amid Economic Uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in...
Most Viewed
Outcome of the US Elections and Implications for Climate Policy
Donald Trump’s victory in the 2024 elections will shake climate policy in the US and...
US Election Wrap-up: The Comeback President and What Happens Next
The US election was forecast to be too-close-to-call. But polls, political pundits, and economic indicators...
JP’s Journal: Revolting Bonds
Last week was certainly action packed. The election of Donald Trump has significant implications for...
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Japanese Election Raises More Questions than Answers
Japan’s general election on 27 October saw the Liberal Democratic...
UK Budget: The Devil in the Detail
On 30 October, nearly 4 months on from its landslide...
Systematic Stewardship in Action: Gender Diversity in Japan
Gender diversity in Japanese companies has long lagged levels across...
Investing in the Future: The Power of Microfinance
Private credit can be a powerful tool in promoting economic...
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Climate and Credit – Solving the Conflict with No Compromise?
At Royal London Asset Management, we have long understood the conflict at the heart of delivering effective...
IMF: Policy Pivot, Rising Threats
The International Monetary Fund (IMF) recently released its October World Economic Outlook (WEO)*. Its projections for global...
European High Yield: Default Rate Coming Down
Our par-weighted default rate forecast for European High Yield (EHY) is 3.8% for the forward 12-month period...
ClockWise: Will Gold Continue to Shine?
Over the past two years, we have seen the price of gold rise by more than 65%...