Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Sustainable Investing
Assessing and integrating Environmental, Social and Governance (ESG) factors into investing has gathered pace in recent years, with investors increasingly focused on responsible and sustainable investing.
Sustainable Investing
Assessing and integrating Environmental, Social and Governance (ESG) factors into investing has gathered pace in recent years, with investors increasingly focused on responsible and sustainable investing.
Are Central Banks Guilty of Greenwashing?
Central Banks are seemingly falling over themselves to flag the green credentials of their monetary policy, with none more eager than the European Central Bank.
Inflated Opinions
One prime example of inflation is when you see, hear or read, more and more commentaries about worries over rising inflation. In that vein, let us look at whether the US, given it is the first major country to largely exit lockdown, is going to see a persistent 1970s style inflation, or a transitory inflation due to the effects of COVID-19 over the course of 2021 and beyond.
The Race To Supremacy
The resiliency of Chinese growth is formidable, being the only major country to record positive growth in 2020, and with the nation’s economy projected to grow by over 6% in 2021. As a result, the question on many Western policy makers minds entering 2021 has been, is China leaving the rest of the World behind?
Fair and Balanced?
The recent sharp rise in Government bond yields has seen a commiserate fall in the capital value of these bonds. With Government bond yields close to zero, like in the UK, or even in some cases below zero such as in Germany, even a minor move up in yields can wipe out the equivalent of several years’ worth of interest payments to bond holders via a decline in bonds’ capital value.
Be Careful What You Wish For
If, as seems likely, the Biden Administration is successful at passing at least $1trillion of stimulus for the US economy, then it will result in a large issuance of debt to fund it.