As the dust settles on the US election and Biden is inaugurated, we assess the implications for his climate and social agenda. Joe Biden ran on one of the most progressive platforms the US has ever seen, with climate ambition at its heart. His ...

Which emerging markets have access to vaccines, and which economies are set to benefit the most? News that effective vaccines against Covid-19 are slowly being rolled out in some parts of the world has brought the end of the corona crisis into vi...

Our new quarterly analysis highlights the charts and data that matter to global equity investors, by Schroders Despite recording the worst drop in economic activity since the Great Depression, 2020 turned out to be a very positive year for ...

Some investors are interpreting recent dollar stability as a sign its bout of weakness is nearing an end. We think those expecting a reversal are in for a disappointment.James Barrineau After a rapid fall, the dollar has retraced some ground. So...

Global stocks are expensive, on pretty much every measure, but there are some mitigating factors. Where is the value in stock markets today? This is a difficult question to wrestle with. At face value, the bad news is that everywhere looks to b...

In its first quarter Bond Compass, SSGA-SPDR concludes that the reflation trade remains the dominant theme in the market, despite renewed lockdowns, with the vaccine rollout expected to result in a rebound in growth in 2021. The more favourable ba...