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Institutional’s articles related to investments’ trends
Articles
Opinion The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
Opinion What’s hot: Suspension of EU ETS unlikely
Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)
Opinion Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Opinion Descending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
Opinion Staying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic (...)
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