Oil (27)
Markets and economics
What will the Bank of England do next?
We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...
09 Aug 2022
3 min read
Maybe, just maybe, we have gone past peak pessimism and peak volatility for now. However, we...
Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
In June, our investment podcast covered aggressive central banks, the default cycle, antimicrobia...
ESG and long term themes
Clean energy investment: building momentum
Newly released policy documents from the European Union highlight its dual focus on energy securi...
27 May 2022
3 min read
We need to remain humble and nimble as we assess the changing investment landscape and seek to...
The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, bu...
Soaring power and carbon prices are affecting European corporates, with significant implications...
