Equity risk overlays: Departing from tradition, embracing innovation
The three major market shocks of the last 20 years – the late nineties’ tech bubble, the Global Financial Crisis…
19/02/21
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Article
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Article
Weekly investment update -- What's driving equity markets higher?
With the successful fourth-quarter US earnings season in the rear-view mirror for investors, attention has turned to the results for…
17/02/21
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Weekly investment update Whats driving equity markets higher?
With the successful fourth-quarter US earnings season in the rear-view mirror for investors, attention has turned to the results for…
17/02/21
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Article
The latest on the carbon trading market and a keen appetite for offshore wind assets
Carbon pricing in the EU Emissions Trading System, or ETS market, is entering a new phase, signalling that decarbonisaton is…
15/02/21
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Podcast
Market weekly Which way for carbon and offshore wind pricing in the energy transition? (podcast)
Market mechanisms can play an important role in managing the energy transition. In two markets, recent developments have signalled potential…
15/02/21
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Article
Asia and China equities 2021 Outlook in 3-D: domestic, digitalisation, diversification
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to effective control of the…
15/02/21
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Article
What is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging…
12/02/21
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Article
Fixed income outlook From despair to hope
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher…
11/02/21
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Article
A deep dive into the blue economy with a dedicated index
The blue economy is worth trillions of dollars and includes a rich palette of resources, providing many jobs, livelihoods and…
11/02/21
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Article
Weekly investment update Should we listen to the bond market?
Since the beginning of the year, 10-year US Treasury yields have risen by 25bp to an almost 11-month high as…
10/02/21