Archive

Results: 542 Matches

Nov 18, 2019 ESG

Integrating climate transition risk into investment portfolios

By: Michael Lewis, Carsten Keil

Climate change is a significant risk for investors, from the financial losses incurred from extreme weather events, the asset re-pricing in the transition to a low carbon economy to the use of law courts as a new instrument to enforce and accelerate climate change action.

ESG
Oct 29, 2019 ESG

Why emerging markets are defined by ESG

By: Michael Lewis

ESG forces are moving deeper into emerging markets from the network of central banks sharing best practice, stock exchanges mandating ESG disclosure requirements, regulators acting in the area of fiduciary duty and the launch of new EM-focused investment products.

Central banks, ESG, Emerging Markets
Oct 09, 2019 ESG

Responsible investing - The world tour

By: Robert Bush, Michael Lewis

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

Emerging Markets, ESG
Aug 20, 2019

U.S. Economic Outlook

By: Christian Scherrmann

U.S. consumer superstar

Central banks, Macro
Aug 13, 2019

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Alternatives, Commodities
Aug 08, 2019

Americas CIO View

By: David Bianco

Maximum pressure equals maximum risk

Equities
Jul 24, 2019 ESG

German Corporates & Sustainability

By: Michael Lewis, Murray Birt

German corporates are faced with significant risks and opportunities when it comes to sustainability and specifically climate change.

ESG
Jul 23, 2019

Americas CIO View

By: David Bianco

How to position for high profit-recession risk, but low recession risk?

Equities
Jul 19, 2019

U.S. Economic Outlook

By: Christian Scherrmann

Cutting rates for the right reason?

Central banks, Macro, Monetary policy
Jul 17, 2019

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Alternatives, Commodities
Jul 03, 2019

Americas CIO View

By: David Bianco

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

Equities
Jun 25, 2019

U.S. Economic Outlook

By: Christian Scherrmann

No more patience?

Central banks, Macro
Jun 25, 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

Alternatives, Equities, Fixed Income, Multi Asset
Jun 25, 2019

Escalating trade woes

Punitive tariffs on Mexican imports are the latest sign of dangers ahead

Macro, Politics
Jun 14, 2019

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Alternatives, Commodities
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