Latest Insights
Subscribe for relevant insights delivered straight to your inbox
ISG Insight: What goes up must come down
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Why has US money growth slowed?
Treasury “overfunding” of the federal deficit has been a major drag on US money growth but a coming reversal will be offset by Fed QT and a slowdown in bank lending, argues Simon Ward, Economic Adviser.
Deforestation: seeing the wood for the trees
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Storing cash
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
How is global real estate faring amid inflation and growth concerns?
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating market risks in US small-cap growth
Navigating risks that have emerged in US small-cap growth stocks.
Recession-consistent real money weakness
April money / CPI data reinforce gloom about global economic prospects for the remainder of 2022, argues Simon Ward, Economic Adviser.
Metaverse: the next big computer revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Volatility challenges: time tested thoughts on navigating unsettled markets
Timely thoughts for investors to deal with today’s key challenges.
High yield bonds: The useful side of supply constraints
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
What to watch for next as investors navigate volatile markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Inspiring the next generation of female investors and professionals
Why the financial services industry needs to play a role in educating our youth about money and investing.