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Climate change

Managing climate risk and opportunities in investment portfolios and across business operations under the framework recommended by the TCFD.

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4 December 2023

Steven Bell

Chief Economist, EMEA

Unemployment is now the key to US rate cuts

Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
1 December 2023

Market Monitor – 1 December 2023

Global stock markets ended a strong month on a generally positive note as investors continue to hope that central banks will soon be able to start cutting interest rates.
Read time - 3 min
1 December 2023

Claudia Wearmouth

Managing Director, Co-Head, Responsible Investment

Greater clarity and a focus on financial outcomes

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min