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Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
By: Björn Jesch
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Grains have often shown where commodities are heading
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
By: Elke Speidel-Walz
Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
The first quarter of 2023 will likely go down in history as the time when the world became aware that the “cognitive” abilities of information machines hit a tipping point.
The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.
Supply Chain Diversification: Future Opportunities in ASEAN Market
By: Ivy-sw Ng, Tommy Law
Asia’s Critical Role in the Semiconductor Value Chain
China and India Focus on Fiscal Discipline
Same Consumption Downgrade, Divergent Paths Ahead for China and Japan
China’s Journey to Expand EV Exports
