Coronavirus: what now for economies and markets?

Coronavirus: what now for economies and markets?

🕔15:31, 2.Oct 2020

European Gazette / Summer 2020 It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent Europe is now more than half a year into

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Fed’s shift on inflation unlikely to send it higher soon

Fed’s shift on inflation unlikely to send it higher soon

🕔15:26, 2.Oct 2020

Key takeaways Fed shifts policy to accept inflation above 2% target “for some time” Historic shift is unlikely to generate higher US inflation in the near term Key US inflation drivers not pointing to higher prices, despite COVID-19 stimulus

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔15:08, 2.Oct 2020

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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Plan, Don’t Predict

Plan, Don’t Predict

🕔15:07, 2.Oct 2020

Scenario Analysis: Planning Strategies for all Political Outcomes As the 2020 United States elections on November 3 approach, the enactment of new legislation and regulations are likely to depend, in large part, on whether there is a unifed or divided

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FTSE Russell study on EU Paris aligned benchmarks

FTSE Russell study on EU Paris aligned benchmarks

🕔14:53, 2.Oct 2020

Climate transition benchmarks have become a focal point for investors looking to integrate climate risks into their portfolios and align them with the climate goals of the Paris Agreement (or "Paris-aligned" benchmarks). This has fueled an active interest among investor

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A COVID-era guide to fixed income

A COVID-era guide to fixed income

🕔14:52, 2.Oct 2020

This spring, investors experienced one of the most volatile periods in modern market history. The speed with which financial markets sold off in March, and then rallied following unprecedented steps by the US Federal Reserve (Fed) and the US Treasury,

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Monthly Must-Reads

Monthly Must-Reads

🕔13:28, 2.Oct 2020

A compilation of thought-provoking insights produced by Man Group during the month. It’s astounding what these google searches can tell us about trends. These examples represent some of the most common search terms during each period, and had an eerily

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ESG scores and beyond (Part 1)

ESG scores and beyond (Part 1)

🕔11:31, 2.Oct 2020

Factor control: Isolating specific biases in ESG ratings  Based on the FTSE Russell ESG scores, which cover nearly 4,700 companies, this report provides a) a deep analysis of the three external factors (or biases)—size, activity and country—that historically may have

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Value Stocks: Trapped or Spring-Loaded?

Value Stocks: Trapped or Spring-Loaded?

🕔09:37, 2.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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Private real assets: improving portfolio diversification with uncorrelated market exposure

Private real assets: improving portfolio diversification with uncorrelated market exposure

🕔07:47, 2.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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