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Quarterly/monthly series
 
Aug 2017
|
Macro and market

Monthly Market Snapshot: July 2017

Authors: Brett Hinds, ...

Equities Global equities (+1.9%) rose for the ninth consecutive month, ending July with an 11.3% gain year to date. Expanding economic growth, robust employment, and low inflation were key themes supporting...

 
Jul 2017
|
Macro and market

Global Economic Outlook — The reflation theme takes a breather

Author: Robert Scherfke, PhD

Following a resurgent reflation theme last year, nominal growth expectations have been scaled back somewhat in recent months. Hopes for stimulative US policies in the wake of Donald Trump’s victory have...

File under: Preparing for reflation and rising rates

 
Jul 2017
|
Macro and market

Global ESG Research Update — A new era for carbon risk assessment and disclosure

Authors: Carolina San Martin, CFA, ...

With climate change implications increasingly becoming an area of focus for investors, environmental issues took the spotlight this voting season — especially in the US, where several shareholder...

 
Jul 2017
|
Macro and market

Fixed Income Outlook — Central bank balance sheets and impact on asset prices

Author: Eoin O'Callaghan

While global monetary conditions remain very loose, central banks have slowly been starting to tighten policy. Most notably, the Federal Reserve (Fed) has clearly telegraphed its intention to continue...