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Why living wages should be considered a driver of human capital value, not a cost
After a decade of poverty reduction, COVID-19 and post-pandemic inflation have combined to erode real wages. Minimum wages now fail to reflect this reality Payi...
Take Two: Core Eurozone inflation eases; US Q2 economic growth revised down
What do you need to know? Eurozone inflation remained unchanged at 5.3% year-on-year in August, according to a flash estimate. Eurostat, the statistical office...
Hedging the recession risk
The gap between corporate bond index yields and overnight interest rates is as narrow as it gets. Rates have gone up, and credit spreads have narrowed in recent...
Take Two: Eurozone business activity slumps; China cuts policy rates again
What do you need to know? Eurozone business activity has fallen to its lowest level since November 2020, highlighting concerns over the impact of inflation and...
Growing, (too) Fast and (too) Slow
Key points: Markets had a “grumpy August”. Bond yields rose in response to the US still growing too fast, while the confirmation of deflationary risks in Ch...
Waiting
Economic growth in most advanced economies is well below trend and inflation is falling - that should be enough to prevent further monetary tightening. However...
Bond market pain reintroduces some value
Key points: Persistently strong economic data and above-target inflation has left the Fed with little choice regarding its stance on policy Government bond yiel...
AGM season 2023: New challenges highlight the achievements of responsible investors
Key points: There has been a revolution in corporate annual shareholder meetings over recent years. Companies have been encouraged towards higher standards of r...
Four critical elements for asset managers to meet the biodiversity challenge
Key points: Biodiversity must be a priority alongside climate change and asset managers should implement specific engagement strategies Collecting, analysing, a...
Eurozone public debt sustainability: Make hay while the sun shines
Key points Recent but significant improvements in public-debt-to-GDP ratios across the Eurozone are unlikely to persist in the medium-run. History is no reassur...
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