Reflections on the COP26 Climate Summit
COP26 provided a breakthrough on the rulebook of the Paris Agreement.
17-11-2021 | インサイト
Central bank watcher: Nerve-wracking
Policymakers will need nerves of steel in the coming months as they weigh up inflation numbers against the growth outlook.
02-11-2021 | インサイト
Europe takes up the baton
Vaccination success will allow Europe’s economic recovery to catch up with the US and China, says strategist Peter van der Welle.
08-06-2021 | 月次アウトルック
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | ビデオ
A new market climate? Opportunities from Joe Biden's first 100 days
US President Joe Biden will mark his first 100 days in office on 30 April.
11-05-2021 | Webinar
The future of energy will be renewable, electric and efficient
The election of Joe Biden as America’s 46th President is just one more important signal that change is imminent, for energy markets and the broader economy.
03-03-2021 | インサイト
European banks face an earnings event, not a capital event
Although the extent of the economic contraction has been sizeable, and default rates are expected to rise further, our view is that banks will survive the pain.
28-10-2020 | インサイト
Sustainability trends in energy credits after Covid-19
Finding affordable, low-carbon and reliable energy sources is a challenge for investors in the energy sector.
22-06-2020 | インサイト
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020 | インサイト
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | ビデオ