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As Biden unveils a $2 trillion dollar infrastructure package for the US, it’s clear that his administration are committed to strengthening the post-pandemic economy. This episode of Macro Matters discusses the key challenges of the proposal and what it means for politics, climate change and beyond.
Are higher bond yields a headwind to the economic recovery and financial markets, or justified by the improvement in economic prospects as countries recover from the pandemic? This week on Macro Matters, we look at government bond markets to understand the impact of higher yields on the economic recovery and investors.
We consider the recent sell-off in government bond markets around the world, and whether investors should see this an opportunity or a concern.
How have emerging economies weathered the Covid storm? This week on Macro Matters, we look across Latin America, Russia and Asia to understand the different challenges facing emerging markets along the road to recovery.
This week, ASI’s Vanessa Whitehead talks about the vital role compliance has to play in Responsible Investing. This includes one of the most pressing tasks currently facing asset managers in Europe – implementing the far-reaching EU regulation on sustainability. Just as importantly, Vanessa also talks about her drive for social justice and equality.