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By: Francesco Curto, Jason Chen
The importance of interest rates and inflation on equity fair value
By: Michael Lewis
Exploring the climate-biodiversity-land-water-oceans-just transition nexus
Our monthly market analysis and positioning
By: Dr. Sebastian Kring, Jan Keesen
One of the key challenges that investors face is determining financial strategies that are optimal for multi-period investment objectives.
The predictive power of commodity analysts and forward curves
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
Implications on the global macroeconomy and financial markets.
By: Peter Warken, Angelina Kostyrina
Setting a new standard for the post 60/40 regime
The danger of recession is more evident now in market valuations but not in earnings forecasts
A lot has changed when it comes to the European government debt market since the Eurozone crises a decade ago – despite the latest political crisis in Italy.
By: Maria Milina, Michael Lewis, Andrew Lu
Deploying renewable energy to lower companies’ carbon footprint
