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September 2021 Monthly Investment Strategy Oped - Unfortunate Combination
The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown
September Global Macro Monthly - Supply constraints add to inflation angst
The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading Scheme (ETS) and Carbon Border Adjustment Mechanism (CBAM ...
Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions
To meet the Paris Agreement net zero goals, both emissions reductions and carbon offsetting will play a critical role in delivering a manageable transition.
Asia: “Made in Vietnam”
Rising globalisation has greatly benefitted emerging Asia as supply chain migration from developed countries fuelled the region’s tremendous export growth over the past decade
4,000 buses coming
The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt
Bumps in the road
Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged b ...
Why responsible investing is good for people and the planet
Investment managers are increasing their focus on environmental, social and governance (ESG) issues and playing a critical role in the transition to a low carbon future.
Decoding China’s regulatory paradigm shift
A powerful regulatory storm sweeping through many parts of the Chinese economy has left investors baffled at Beijing’s intentions behind the far-reaching actions
Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.