October 8, 2021

China Common Prosperity: New Meaning to an Old Idea

As a familiar idea in China for decades, Common Prosperity' is rapidly gaining in prominence

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October 5, 2021

Everything the latest IPCC report will never say

Many have already written about what the latest report of Group 1 of the IPCC – the Intergovernmental Panel on Climate Change – tells us yet again and which is already well-known about the state of the climate and its likely trajectory. But there is also a lot that this report does not say.

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September 30, 2021

German elections – Limited short-term impact on European markets

Future German government to work on centrist program. Angela Merkel to lead a caretaker government until year-end

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September 24, 2021

Values driven investors put ESG at the heart of thematic investment

Research has shown that value-driven consumers represent over half the population. This is revolutionising the markets, and has been one of the key drivers that crowned ESG the future of investing.

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September 15, 2021

Strong picture for the G4 countries

The month of August was marked by the highly awaited Jackson Hole symposium, at which Jerome Powell alluded to the beginning of tapering while still maintaining an overall accommodative stance.

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September 14, 2021

Some clouds but there is still confidence in the air

In August, the investing environment was troubled, with the impact of the Delta variant and the new regulatory measures applied by the Chinese government disquieting investors, afraid of the consequences of the supply-side constraints (labour and product-line shortages) generated by these events.

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September 13, 2021

Global stock market closes August in green territory

August was a quiet month for continental Europe, with the European Parliament in recess and no announcements from the European Central Bank.

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September 13, 2021

Taking the economy off life support

The world economy has significantly recovered since the lows of 2020 and, in most developed markets, it is close to pre-pandemic levels.

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September 9, 2021

Key changes in 2021 shareholder voting issues

With most Annual General Meetings taking place in the first half, the year’s trends were well-established before the autumn ‘back to school’.

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