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The changing drivers of global currency markets

Gerry Fowler examines the drivers of forex markets – global inflation and central bank responses – and suggests currencies (other than the dollar) that may strengthen as investors seek havens amid growing recession fears.

Intangible assets: any more value to be grabbed?

Craig Hoyda relooks at intangibles – non-physical assets such as goodwill, brand value and intellectual property – and wonders whether home truths established over the past two decades need reassessing in light of the latest market developments.

Climate scenarios and expected returns

Long-term investors, such as pension funds and insurers, allocate their portfolios between bonds, equities and other asset classes using a process that compares expected risk and return.

India’s Budget – Pro-Growth (and What That Means for Stocks and Bonds)

Gender Equality A Multi Asset Approach

The benefits of closing the gender gap in the workplace are considerably higher than the social spending required to achieve it.