Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
Hope springs eternal for investors who seem to sense a more supportive outlook for risk. The S&P 500 index has…
22/06/23
The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower…
22/05/23
Equity market volatility and macroeconomic concerns have impacted the Energy Transition theme significantly over the past year. However, we believe…
08/03/22
Carbon pricing in the EU Emissions Trading System, or ETS market, is entering a new phase, signalling that decarbonisaton is…
15/02/21
Market mechanisms can play an important role in managing the energy transition. In two markets, recent developments have signalled potential…
15/02/21