ESG and long term themes
Hydrogen economy: widespread adoption or niche solution?
In the second of a two-part blog on the hydrogen economy, we look at the economics of hydrogen us...
09 Aug 2022
3 min read
Macro Matters
New home, same compelling insights from our Asset Allocation team
In the first of a two-part blog on the hydrogen economy, we look at the economics of production,...
Rising interest rates and inverted yield curves mean investors are looking to their cash...
Markets and economics
Gilt yields: Are we there yet?
Multi-year highs in gilt yields may provide opportunities for DB schemes to increase their...
03 Aug 2022
4 min read
As the ECB's trilemma comes to a head, we review its new tool for managing the crisis in southern...
The implications of inflation and volatile markets for LDI portfolio holders are clear, but...
In July, our investment podcast covered the outlook for emerging market assets, the economic...
