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 ..read more

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 ..read more

We consider the recent sell-off in government bond markets around the world, and whether investors should see this an opportunity or a concern ..read more

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 ..read more

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 ..read more

As the pandemic continues to accelerate the long-term shift away from cash transactions, central banks around the world are seriously considering digital currencies as a way to keep up with digitalisation. But what would a Central Bank Digital Currency (CBDC) look like? How could it change the way we all save and spend money, and what does this mean for the future of commercial banking? Welcome to another episode of Macro Matters. This week our host Paul Diggle is joined by special guest David Oxley, Senior Economist from Capital Economics. Together with Luke Bartholomew, our in-house Monetary ..read more

What are the United Nations’ Sustainable Development Goals? In this episode, we look at how and why they came about. We also discuss how stewardship of capital can advance emerging markets’ progress towards the goals. Fiona Manning, Investment Director in ASI’s Global Emerging Markets team joins Nick Robinson to explain ..read more

This week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. A year on, we could be justified in thinking we're starting to see the light at the end of the tunnel, with vaccines being rolled out in major markets, and some early signs of lockdown easing. For investors and for policymakers, then, what will the world look like when lockdown is over? What will people do with their hard earned savings with the income that they have - bearing in mind that whilst some households have accumulated healthy savings balances during ..read more

Ahead of International Women’s Day on March 8th, this week’s episode of Macro Matters focuses on gender equality. Sharing the findings from the newly published research ‘A Woman’s Place’ , the episode explores why boosting female participation in the labour force is key to unlocking long-term economic growth and what policies really work. It turns out, men are a crucial piece of the puzzle ..read more

Ben Leonard, the co-founder of Life Moments, discusses how technology and responsible investment fit together. He also advocates the need to reimagine the role of financial guidance in our everyday lives ..read more