Should investors pin their hopes on central bankers? Or will other policymakers come round and accept the need for pump-priming to keep the economy from being swept under in a perfect storm of uncertainty over trade, Brexit, etc.?
Our lead article argues it will take ambitious and credible measures to convince markets (i.e. investors), while in a separate article, we detail all the market action in August.
Volatility or not, our focus remains on long-term maintainable returns and with it on sustainable investing. We are hoping for fresh insights from the BNPP AM sponsored GRASFI meeting. Read our article on the conference topics.
|Markets question policymakers’ resolve|
|An important development in recent months has been the rapid fall in market-based inflation expectations. This is partly linked to weaker growth prospects. What can policymakers do?|
|What happened in markets in August?|
|After a positive performance in July, markets fell. Investors were caught off guard after the US administration announced a 10% tariff on a further USD 300 billion of Chinese imports. This triggered a global correction in equities.|
|GRASFI 2019: Largest ever conference on sustainable finance and investment|
|Broad academic research is bolstering the credentials of sustainable investing. Promoting collaboration between universities, the Global Research Alliance for Sustainable Finance and Investment plays a leading role.|
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