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Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
High household money balances may not signal pent-up consumer demand, argues Simon Ward, Economic Adviser.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?
One measure of global “excess” money has recently turned negative, which may signal headwinds for equities and other risk assets, argues Simon Ward, Economic Adviser.
UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.
October money / inflation data suggest that an economic slowdown will extend through Q2 2022, at least, argues Simon Ward, Economic Adviser.
Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.
Slowing industrial demand as panic stockbuilding moderates will offset a temporary output boost from supply constraints easing, argues Simon Ward, Economic Adviser.
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
The MPC’s communications shambles is of less concern than its continued neglect of monetary trends in setting policy, argues Simon Ward, Economic Adviser.