19/11/2024 Podcasts Outerblue RI – How is Shareholder Stewardship shaping the f... Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term...
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
14/11/2024 Sustainable Finance Investor Concerns and the Pricing of Physical Climate Risk This study looks at how global equity markets price the physical climate risk associated with tropical cyclones.
14/11/2024 Portfolio Allocation Return Predictability, Expectations, and Investments: Experi... This paper proposes an experiment to understand why investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts...
14/11/2024 Bond yields in Trump 2.0 US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".