Has the energy transition narrative...
In response to the Russian invasion, a number of European countries have argued for speeding up the energy transition. Germany,…
09/03/22
Front of mind
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Article
Inflation is back – and...
Inflation has rebounded from its pandemic-induced recession lows with a vengeance. In the US, the headline CPI rate accelerated to…
09/03/22
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Article
The inflation revival
Inflation has bounced back forcefully from its pandemic-era lows: the headline rate for the US consumer price index has reached…
09/03/22
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Article
Geopolitical gyrations hit markets
Global equities fell by almost three percent in February (MSCI AC World index in US dollar terms) as investor alarm…
08/03/22
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Article
Graphs of the week –...
Russia’s invasion of the Ukraine is a new, exogenous supply shock for the global economy. Financial markets are now anticipating…
08/03/22
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Article
Weekly investment update – A...
After initial stupefaction, financial markets embarked on a pronounced flight towards safe haven assets in the first week of March.…
03/03/22