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Japan’s rising prices and diverging central bank policy

The Bank of Japan remains the last dovish developed central bank. What does the return of inflation mean for stocks, bonds and the yen?

Markets at an important crossroads
investment insights

Markets at an important crossroads

How should we be investing in this bear market? We discuss portfolio positioning and the second half outlook for different asset classes.

The CLIC® Chronicles: Meet Néolithe: the start-up putting an end to landfill
rethink sustainability sustainable business
rethink sustainability sustainable business The CLIC® Chronicles

The CLIC® Chronicles: Meet Néolithe: the start-up putting an end to landfill

In the latest edition of CLIC® Chronicles, we meet Néolithe, a French start-up putting an end to landfill by 'fossilising' waste. Read more here to discover how technology is paving the way to treating heavy waste. 

Ten investment convictions for H2 2022
investment insights

Ten investment convictions for H2 2022

Which investments can manage the challenges and risks of inflation, slower growth and rising rates? Discover our top ten investment convictions for H2 2022.

Central banks up the stakes – a key risk for the global economy

Central banks are getting aggressive. What does this mean for the outlook ahead? We review moves by the Fed, ECB, SNB and BoJ and adjust our forecasts. 

Slowing or stalling? A cautious outlook for the global economy

With inflation stubbornly high and growth slowing, we look at prospects for the global economy, markets and major asset classes in our second half outlook.

Food insecurity following Ukraine war set to drive more volatility

Food security is one of the most pressing problems facing the global economy. The war in Ukraine, compounded by extreme weather in other countries, threatens millions with hunger.  

Raising rates, calming markets – testing times for the ECB

The ECB is preparing to raise interest rates for the first time in more than a decade. Where do we think they will go from here?

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