Planet Papers 6: Cities to the rescue
Why our planet needs them to survive
Who's afraid of bond vigilantes?
Raising rates too soon would be a bigger threat.
Review of the week: A chill wind blows
A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.
Review of the week: Resurrection
The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.
Quarterly Investment Update: Cyclical risks to earnings continue to fade
That goes hand in hand with rising bond yields, but equity investors needn’t be overly concerned.
A drop in the ocean or start of a movement?
The UK government has announced one of the most ambitious green bond programmes in Europe. But is it enough? Fund manager Noelle Cazalis argues this is just the beginning.
Review of the week: The delicate web of trade
The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in the Suez highlights both points at once.
Review of the week: Calm in the eye of the storm
As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to experience a typhoon of activity to mirror the huge slumps of 2020?
Springing yields
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?