Perspectives

MarketEye Blog

Altered states

The emerging legal landscape of the cannabis industry in the US faces a unique set of challenges – and opportunities.
 

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Markets & Economy

Trip note - Vietnam

Newton’s Richard Bullock reports from Hanoi on some key investment findings in Vietnam.
 

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Markets & Economy

Trip Note - Japan

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Markets & Economy

What a split congress could mean for markets

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INSIGHT

Meet the manager: Brian Ferguson

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ESG

Why EM investment may be key to net zero targets

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ESG

Transitioning to a low carbon future

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Markets & Economy

6 Reasons why Asia may be full of opportunity

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EQUITIES

Value opportunities in the industrials sector

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EQUITIES

The importance of water to agriculture

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ESG

The shifting world of responsible investment

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Equities

Resilient sectors in a volatile economy

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Markets & Economy

Young China drives consumer opportunity

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MARKETS & ECONOMY

November 2022 Fed 75 bps and Beyond

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Equities

Is now value’s time for the limelight?

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Insight

China Political Update: Xi to dominate as far as the eye can see

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Insight

Meet the manager:
Jim Lydotes

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Equities

Where to find value in value investing

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Insights

Insight Investments - Global Macro Research - The US Dollar's Global Reserve Status: Bending, Not Breaking

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Equities

The geopolitics of agriculture and food

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Markets & Economy

Can unemployment stay this low?

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Insights

Instant Insights - Sticky CPI Situation

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Markets & Economy

Why the bond bear market may not be over yet

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Markets & Economy

Why gene tech could be a health care ‘game changer’

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Markets & Economy

Shamik Dhar: Making sense of economic shocks

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Markets & Economy

September FOMC: Fed Still Hopes For A Soft Landing

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Insights

Instant Insights - The Fed Is Not Done

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Markets & Economy

Understanding the shifting agricultural landscape

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ESG

Exploring the social side of ESG

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ESG

Why natural capital depletion matters

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Markets & Economy

The rise and rise of the creator economy

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ESG

Playing the ratings game in responsible investment

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Insights

Instant Insights - Progress on CPI, but Painfully Slow

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Markets & Economy

How inflation, consumer sentiment is shaping consumer buying habits

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ESG

China, India and the ESG challenges ahead

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Fixed Income

Are US muni bonds set for a market bounce back?

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Markets & Economy

The short appeal of high yield

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Markets & Economy

Making the Case for Ultra-Short Bonds

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Insights

Instant Insights - Higher Inflation for Longer

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Markets & Economy

Blockchain extends its business reach

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Markets & Economy

Why your hamburger costs more

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Fixed Income

Can fixed income markets offer light amid the gloom?

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Markets & Economy

Breaks in the supply chain

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Insights

Instant Insights - Will the Fed Stick the Landing?

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Markets & Economy

Why the past doesn't hold the key to inflation protection

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Markets & Economy

Getting ready for a range of outcomes

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Markets & Economy

Is a US recession on the horizon?

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Insights

Instant Insights - Vicious Inflation Cocktail

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Insights

Instant Insights - Peak Inflation, But Far From "Mission Accomplished"

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Insights

Instant Insights - Full Hiking Cycle Already Priced In?

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ESG

Natural Resources Fund: Are commodities the future?

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ETFs

Hidden Depths of ETFs

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INSIGHTS

GDP Shrinks, but Likely a One-Off

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Markets & Economy

Five past bear markets and what they taught us

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Insights

The Rise of Sticky Inflation Drivers?

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ETFs

29 years and counting: making the case for ETFs

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ETFs

Weathering the storm

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Equities

Equities in an inflationary environment

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ETFs

The case for high-yield ETFs

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Markets & Economy

“Hope and hype” replacing fundamentals?

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ETFs

The mechanics of ETFs

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Markets & Economy

Five areas of impact from Russia/Ukraine

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ESG

Responsible Investment: what lies beneath

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Equities

How managers of global equities are prepared for rising inflation

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ETFs

Why fixed income investors should consider ESG criteria

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Insights

We Have Lift-Off

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Insights

Quantifying Oil's Impact on CPI

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Equities

Meat-free movement and markets

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Equities

Five things to know about Responsible Investment

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Markets & Economy

Why investors should be wary of “impact washing”

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Markets & Economy

Inflation: is it all bad news for bonds?

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ESG

“Greenflation”: transitory or persistent?

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Equities

Will the semiconductor crunch continue?

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This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

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