Investor Capital can Help Feed a Changing Food System
From sprawling farmlands to bustling factories, the global food industry operates through a vast and...
Perspectives
Market Monitor – 20 December 2024
Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply. While the US Federal Reserve reduced interest rates as widely predicted...
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UK Stuck Going Gradually, For Now
This week saw inflation move further above the Bank of England’s 2% inflation target, strong pay growth figures and a Bank of England keeping rates...
Winter Reading
With the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024...
EBITDA and The Perils of Tooth-Fairy Investing
Earnings before interest, tax, depreciation and amortisation – or EBITDA – is a measure attributed to John Malone, billionaire of media sector fame. Because he...
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Passive, Active, and Embracing Markets
Our last two installments focused on why index fund assets should not necessarily be characterized...
ClockWise: Could China Boost Consumption in 2025?
As we close 2024, we continue to see weaker-than-expected economic activity data from China. The...
The Diversification Edition, The Craft of Correlations
To diversify, or not diversify? The relevance of this question has arguably never been greater....
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Closing Bell 2024: ‘Immaculate Disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities...
UK Economy: Fourth Quarter Not Shaping Up Well
October GDP fell 0.1% month-on-month after falling 0.1% in September....
AI-Enabled Robotics and Automation
Advances in technologies such as AI are likely to create...
LDI Market Trends – Getting Things in Perspective
Is now a good time to hedge liabilities? The two...
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Allview: Market Risk Monitor
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes...
Niche Compounders
November was another eventful month for global stock markets, with the US election dominating news flow. The...
Fixed Income Stewardship Program Updates
This publication provides an overview of State Street Global Advisors’ fixed income stewardship activities.
SustainAbility: The Triumph of Optimism
It can be hard to be optimistic. This is partly due to human nature, which tends to...