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Macroeconomics and Risk

  • 23/06/2022
    Outlooks for the rest of 2022
    Eoin Murray
    Members of our investment team predict what lies ahead for ESG, inflation and global markets.
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  • 20/05/2022
    Market snapshot: Slowdown fears send equities spinning
    James Rutherford
    Stagflation concerns continue to mount, with investors piling into cash positions as the global growth outlook plunges.
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  • 17/05/2022
    The soil carbon sponge: A sequestration trump card
    In a briefing to investors, Walter Jehne, co-founder of NGO Regenerate Earth, argued that a focus on cutting emissions misses the point when it comes to understanding what a healthy biosphere could do to sequester carbon.
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  • 13/05/2022
    Market snapshot: Equities tumble as inflation reality bites
    Silvia Dall’Angelo
    Full impact from the rise in commodity prices due to the conflict in Ukraine has yet to be felt in consumer prices
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  • 06/05/2022
    Market snapshot: Recession fears grow as central banks step up inflation fight
    Silvia Dall’Angelo
    As the Federal Reserve and the Bank of England raise rates back to back, the risks of a global slowdown are increasing.
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  • 03/05/2022
    ‘People can focus so much on risk they can overlook opportunities’
    Sandy Pei
    Federated Hermes Asia and Emerging Markets Investing Forum in London on 28 April took the pulse of the sector in the face of slowing growth and volatility.
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