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Feeling the pinch: UK inflation on the rise

Published by : AXA Investment Managers

UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.

Published: 02 October 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

What are the megatrends driving the best investment opportunities today?

Published by : AXA Investment Managers

From climate change, to AI, investors are increasingly turning to different themes in order to generate an income. But which megatrends are a viable long-term investment opportunity?

Published: 28 August 2018

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Full cycle: investing for a circular economy

Published by : Hermes Investment Management

A flood of recent media coverage has highlighted how society’s addiction to plastics is pushing the environment to the limit. But behind the demonisation of plastic itself lies the need for a paradigm shift in the way we produce and consume goods – one in which we can participate as investors as

Published: 12 July 2018

Business Area: Economics

Type: Other

Goldilocks Jobs Report – For now

Published by : Manulife Asset Management

The US added more jobs than expected last month, painting a bright picture of the economy.

Published: 10 July 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Hermes: Overly protective

Published by : Hermes Investment Management

In his latest Quarterly Economic Outlook, Neil Williams, Senior Economic Adviser to Hermes Investment Management, argues that markets are still taking a ‘glass half full’ view of the macro outlook, with little real consideration of the new risk emerging.

Published: 26 June 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Should investors favour alternative over conventional strategies?

Published by : Merian Global Investors

MGI's Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Merian Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to

Published: 21 May 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

The two fallacies of gas part I: Methane

Published by : Hermes Investment Management

Does the switch from coal to gas facilitate the transition to the low-carbon economy?

Published: 18 May 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

What happens when the music stops?

Published by : Unigestion

Unigestion’s Multi Asset team provide their macroeconomic outlook and investment themes for 2018. They outline why they believe this year is likely to present some challenges, following a better than expected 2017 for most asset classes.

Published: 16 February 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Will ECB Tapering Trigger Market Tantrum?

Published by : AllianceBernstein

The European Central Bank (ECB) is widely expected to announce a winding down of its quantitative easing (QE) program on October 26. Though investors are nervous, the ECB is doing a good job preparing markets for the change.

Published: 19 October 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

A Yen for the Yen?

Published by : Legg Mason Global Asset Management

Japan has been pumping out some relatively spectacular growth numbers this year. Yet, the modest upward trajectory of the yen has been underwhelming. What’s the story? And is this growth a flash in the pan or a whiff of something different coming out of Japan?

Published: 08 October 2017

Business Area: Economics

Type: Other