Analysis
Macro Views | analysis 6 Apr 17
Most European insurers ignore responsible investment criteria
Only one-in-three European insurance companies take environmental, social and governance (ESG) criteria into account when investing, and most of these do so because of regulatory pressure, according to a survey by Axa IM.
Equities | analysis 4 Apr 17
ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
Investment | analysis 30 Mar 17
Why a high conviction strategy suits the times
If 2016 taught investors anything it was that the market’s response to macroeconomic events is unpredictable at best. History tells us Donald Trump’s election and the Brexit vote should have derailed markets, but they proved remarkably resilient.
Asia | analysis 29 Mar 17
UAE could face a ‘Hong Kong-style’ life sales slump
Asia has traditionally been the principal market outside the UK for international life business but growth in sales from the two key regional hubs of Hong Kong and Singapore has come to a halt, says Provisca founder Bryan Low.
Europe | analysis 29 Mar 17
Markets shrug off May’s Article 50 notification – are they right?
UK prime minister Theresa May picked an early fight with EU leaders in her letter formally triggering the UK’s Brexit process though bond, equity and currency markets hardly responded. But perhaps they should have.