Decarbonisation set for a boost in the EU
The EU is stepping up efforts to tackle global warming. A new tougher target to cut air pollution should enhance…
02/10/20
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Article
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Podcast
Market weekly Carbon neutrality is achievable by 2050 (podcast)
The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more…
02/10/20
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Article
Disruptive technology The drivers and the challenges
Disruptive technological change will continue to proceed along multiple dimensions, through innovations in products and processes as companies harness innovations…
30/09/20
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Article
Weekly investment update 30 September 2020
COVID-19 case numbers have continued to rise with signs that further restrictive measures may be required to contain the disease.…
30/09/20
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Article
Corona hasnt changed the climate crisis
The corona crisis, the US elections, trade wars… the climate problem remains. And also the need for an investment strategy…
25/09/20
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Article
Chart of the week US elections: Will history repeat?
Financial markets have begun considering the possibility of a disputed US presidential election outcome and the uncertainty and volatility that…
23/09/20
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Article
Weekly investment update 23 September 2020
The World Health Organization is beginning to see ‘worrying trends’ in the number of COVID cases, intensive care admissions and…
23/09/20
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Article
Small caps Europe ahead, US behind for a change
Over the last five years, indices of US small-capitalisation stocks sharply underperformed large caps, while in Europe, the opposite was…
22/09/20
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EU Climate Target Plan A stepping-stone to climate neutrality
The European Commission’s plans on cutting greenhouse gas emissions by at least 55% by 2030 should now be followed by…
22/09/20
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Weathering the storm with infrastructure debt
Investors looking to invest in assets that can stand the test of economic gyrations and come through crises such as…
21/09/20