Anatomy of a liquidity lockdown
In this animated infographic we look back to the deep freeze in bond markets in the first quarter of 2020 to understand what caused the liquidity lockdown – and what was done to solve it.
NOW AVAILABLE – Q4 OUTLOOK
Vantage Point: The fear of fear itself
The Roman alphabet has outlived its usefulness – at least as far as labelling the economic recovery is concerned. Having spent six months talking about ‘V’, ‘U’, ‘W’, ‘L’ and even ‘K’-shaped paths, for this edition we have decided to ditch the letters and go back to a simpler classification. The course of the disease remains the single most important determinant of the kind of economic recovery we get, but we now think a simple ‘good’ or ‘bad’ classification covers everything we need to discuss. We cover this reassessment and its impact on markets and investment conclusions in our new Vantage Point.
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Our MarketEye blog
The rise of green bonds
Rising global green bond issuance is attracting a number of European government issuers to the green bond market and the UK is now planning its own first green gilt issuance this year.
Gaining a new edge
Development of cloud technologies and the ‘Internet of Things’ could spur a new rise in edge computing, supporting the development of other new technologies and innovation.
Future2024: Is your asset allocation future-proof?
Artificial intelligence and climate change are already beginning to radically transform asset management.
To understand how, download our full report
