Skies clear for billion-dollar US climate spending bill
A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending…
09/08/22
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The Hong Kong dollar peg: Your questions answered
The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…
08/08/22
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Weekly market update Diverging outlooks
On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in…
04/08/22
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Can equity value investing be sustainable?
Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint…
03/08/22
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Asset allocation highlights Expectations out of line
Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and…
02/08/22
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Asset allocation monthly Four shifts
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22
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Investment in nature-based solutions will be key to net zero
Are forests the next big asset class for sustainability? Robert-Alexandre Poujade argues that nature-based solutions are an underexposed area for…
01/08/22
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Latest US legislative initiative supports environmental solutions equities
A surprise proposed deal in the US Senate on billions of dollars of climate-related spending looks set to change the…
29/07/22
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Weekly market update Worrywarts may yet smile
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22
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Mid-year outlook Chronicle of a recession foretold
For equities, the outlook for the second half depends on whether expectations of recession in the US are realised, official…
26/07/22