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19 September 2024
Verantwortungsvolles Anlegen
Thematic Insights
Senior Thematic Research Analyst, Global Research
Analyst, Research Advanced Analytics
If demographics are destiny, investors should brace for change
If demographics are destiny, investors should brace for change
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Read time - 8 min
18 September 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Recession, inflation, and interest rates cuts: what does it all mean for markets?
Recession, inflation, and interest rates cuts: what does it all mean for markets?
Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.
Read time - 7 min
16 September 2024
Aktien
Equity
Director, Quant Strategist
Associate, Corporate Governance Analyst
How does board gender diversity affect stock risk?
How does board gender diversity affect stock risk?
Companies with insufficient board gender diversity have higher idiosyncratic risk, so how can portfolio managers go about mitigating this?
Read time - 8 min