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19 septembre 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

James Hodge

Analyst, Research Advanced Analytics

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 septembre 2024

Steven Bell

Chief Economist, EMEA

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 septembre 2024

Shengsheng Zhang

Director, Quant Strategist

Yu-Ting Fu

Associate, Corporate Governance Analyst

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