The Weekly Watch: a tone shift strikes markets & will reflation theme support continue?
Corporate treasuryCorporate Treasury Weekly – 4 March 2021
Breaking down trending trades & themes to help corporate treasurers get ahead of the latest issues shaping markets.
ChinaChina’s dual-track economic recovery in 2021: should markets be worried about tightening financial conditions?
With a dual-track economic recovery taking shape in China, markets have grown increasingly wary of tightening financial conditions. Is there cause for concern? In this quick-take article, our China Economist Peiqian Liu explores three key reasons why tightening fears are overblown.
ESG/SustainabilityThe business case for Sustainable Investing
For many, the 2004 published UN Global Compact report: “Who Cares Wins: Connecting Financial Markets to a Changing World” marked the birth of a corporate ESG approach and sustainable investing.
ESG/SustainabilitySustainable Investing - the drivers
Surging demand for ESG investment options, particularly amongst a younger generation, has fuelled the popularity of this asset class.
ESG/SustainabilityThe history of Sustainable Investing
When ESG investing was first touted at the beginning of the turn of the millennium, investors were hesitant. Their focus was shareholder value, not environmental and social or corporate governance.
FXThe Weekly Watch: more taper tantrum talk & spotlight on the Fed
Global Head of Desk Strategy John Briggs takes a closer look at how markets (and central banks) are digesting recent positive economic data and Kevin Cummins, Chief US Economist at NatWest Markets joins for a spotlight discussion on the US economy & the Fed.