Could we be on the verge of an inflation revival?
Uncertainty on where inflation is heading has rarely been higher. Long-term influences like wage trends and globalisation and the changes in spending behavior tricked by Covid-19 are likely to shake an almost stable trend.
What can we learn from science-based targets
The EU’s new Paris-Aligned Benchmarks come with an ambitious requirement to reduce greenhouse gas (GHG) emissions by 7% per annum. This raises interesting questions on these indices, and the funds that track them.
Lesson from March
March 2020 saw a major liquidity shock in € IG corporate bonds. This year end, we can hope for better, but should perhaps expect the worst. Is your € IG allocation ready for a re-run of March?