898 insights found

More Jabs needed

Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.

Mind the gap

The gap between realised inflation and the contemporaneous level of bond yields has never been higher

Six and out?

Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.

Everything’s going green

The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.

A climate change conundrum: Is there a sweet spot for natural gas in the energy transition?

When burned, natural gas derived from methane emits far less CO₂ than coal. However, if released directly into the atmosphere, it has a far higher warming potential

Are Europe’s oil and gas majors prepared for the climate change challenge?

Climate change and its effects have become a defining theme of our time.

Lost control?

Rate expectations shot up in October. We may get a small rate rise in the UK this week.

5 minute read

Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

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