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Analyst Survey 2020: A watershed year for ESG
ESG shoots up the corporate agenda in China and the US.
Human rights and wrongs: Engaging with Chinese suppliers on sustainability
Steady progress makes us confident that our engagement efforts are worthwhile and have already led to significant shifts at some Chinese manufacturers.
Japan’s experience offers lessons for China’s financial sector reform
Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.
In charts: How demographic change is driving demand for income
Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.
Q&A: How do income and yield differ?
Investing in income funds can be confusing around terminology and approach. This Q&A should help investors make informed decisions.
Region by region: Analyst Survey 2019
Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.
What the rest of the world is predicting for 2029
Forecasters offer us glimpses of the world in 2029 - and yes, it will have more robots.
BOJ holds steady, with limited scope for any policy moves
BOJ holds steady, with limited scope for any policy moves
As the BOJ stealthily normalises, the yen will follow
The BOJ appears to be stealthily normalising while keeping rates extremely low. But small steps for Japan’s central bank could be big steps for its currency.
Profiting from demographics: exploiting investment opportunities in a slow-moving world
The impact of demographic trends on companies, industries and entire economies, is a powerful tool when it comes to making profitable investment decisions.
Why allocating to Japan calls for an active approach
Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.
What led to the rise of passive...and what comes next
Global assets in passive funds have surged over the past 15 years. We look at why that happened and whether it will continue.
ESG leadership: Japan steps forward as the US steps back
When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.
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