Comment & Analysis Archives - Page 202 of 524

“Sustainability is at the heart of our investment approach” – an interview with our Managing Partner, Jean-Pascal Porcherot

February 22, 2023

The financial markets are currently going in the right direction but have not yet really done their homework.

As SI strategies rebound, investors should stay focused on the longer term

February 22, 2023

After a challenging 2022, sustainable investing strategies have staged a strong rebound so far this year due to a growth-led rally in equities while earlier speculation of a Federal Reserve pivot also boosted the global bond market.

Comment & Analysis

Strategy blog: Peak or plateau?

February 22, 2023

Improved supply conditions are visible in the supply-chain data chronicled in earlier posts, and in the firmer participation rates in the US labour market reports.

Comment & Analysis

‘Goldilocks’ is dead, warns Morgan Stanley Wealth Management.

February 22, 2023

Although year-over-year CPI inflation fell from its June 40-year high of 9.1% to 6.4% in January, it still remains well above the Fed’s 2% target rate.

Comment & Analysis

Axel Lehmann's Outflow Comments Under Review

February 21, 2023

In its annual report, Credit Suisse said clients withdrew 110.5 billion Swiss francs ($119.7 billion) in the last three months of 2022.

Comment & Analysis

China's outlook remains positive despite recent equity setback

February 21, 2023

Recent US-China tensions over Russia and the US downing of a Chinese balloon have also contributed to the consolidation in Chinese equities.

Comment & Analysis

Making progress on our strategy – Alternatives

February 21, 2023

The plan is to redevelop two Waitrose stores into new homes and improved stores and turn one vacant warehouse into housing.

Comment & Analysis

Japan’s equity market: small is beautiful

February 21, 2023

The BoJ will seek to ensure a smooth transition towards a new rate regime, avoiding a massive and rapid tightening in financial conditions.

Comment & Analysis

Your house, your wealth: what happens in an era of rising rates?

February 21, 2023

UK housing is less affordable now than at any point in 147 years. But will higher interest rates be about to change all that, altering the wider role property plays in UK household wealth?

Comment & Analysis

FWD Takes Majority Stake in Malaysian Insurer

February 20, 2023

FWD has signed an agreement for it and other investors to hold a 70 percent stake in Gibraltar BSN Life, according to an announcement.

Comment & Analysis

StanChart to Add Up to 500 Staff in Hong Kong

February 20, 2023

The reopening of the border is set to increase business opportunities in the Greater Bay Area, green finance, fintech and wealth management.

Comment & Analysis

Allianz Posts Profit Growth in Asia

February 20, 2023

By business lines, life and health saw operating profit increase 20 percent to 532 million euros with strong profit increases in Taiwan, Malaysia, and China.

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