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Investment Management
Government of Germany Ageing
This report from Moody’s looks at how an ageing population is one of Germany’s greatest ESG-related credit risks.
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Investment Management
Uncommon Truths: Beware talk of soft landings
Paul Jackson speaks on why he believes that talks of soft landings are a temporary phase of market consolidation.
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Investment Management
The Concentric Circle: Finding fixed income returns in 2023
Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling.
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Investment Management
Where do we go from here? Building on COP27
Where does COP27 leave us now the dust has settled? How do we take the climate agenda forward and renew the focus on meeting the Paris Agreement? Last year’s summit represented an historic step forward....
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Investment Management
The mild winter will delay Europe’s recession, not prevent it
Other risks will likely weigh on the Continent later this year.
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Investment Management
Headwinds for equity markets starting to diminish
Disinflationary forces point to a more benign environment.
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Investment Management
Divest or engage to meet climate commitments?
The Russia/Ukraine war and the recent energy supply squeeze have brought into sharp focus investments in fossil fuel companies.
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Investment Management
Rate rises: the ECB is not done yet
The European Central Bank has raised its policy rate, and more hikes are coming.
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Investment Management
Deloitte Football Money League: Growth grasped in the women’s game
The 26th edition of the Deloitte Football Money League analyses the revenue attributed to the affiliated women’s teams of Money League clubs for the first time.
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Investment Management
Apples and oranges: the problem with comparing market pricing and Fed projections
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution...
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Investment Management
Deloitte Football Money League: Get up, Stand Up
Welcome to the 26th edition of the Deloitte Football Money League, an annual profile of the highest revenue generating clubs in world football.
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Investment Management
Automation is powering tomorrow’s supply chains
This Schroders video looks at the value of humans in the modern world amid the looming threat of automation and artificial intelligence.
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