Latest insights

29 May 2020 2 mins

Market update – 29 May

Backward-looking data dreadful; forward-looking surveys slightly more upbeat although still very subdued German GDP fell -2.2% in Q1, confirming earlier estimates and taking the economy into its first technical recession since 2013 (4Q19: -0.1%). Consumption and business fixed investment drove the majority of the contraction, -3.2% and -6.9%…

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29 May 2020 8 mins

Reopening the world in a deeper shade of green

The coronavirus pandemic has opened the worlds' eyes to another looming crisis: climate change. This week, Guy Monson discusses how investors are turning to sustainable investments. > Click here to view the Global Strategy and Outlook slides

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27 May 2020 2 mins

Market news – 27 May

Continued signs of lower global inflation as energy prices remain under pressure UK inflation fell to a 3-year low in April, as headline CPI fell from 1.5% to 0.8% on an annual basis. Petrol prices fell more than was expected over the month, with overall energy prices down…

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22 May 2020 < 1 min

Three challenges beyond the virus

As the UK heads into another bank holiday in lockdown, albeit with slightly looser restrictions, CIO Guy Monson talks to us about the three challenges the world faces after the virus has come and gone. > Click here to view the Global Strategy and Outlook slides

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