07/26/2022

Can technology be sustainability’s white knight?

Technology stocks are having a tough time, with the tech-heavy Nasdaq down 25% year-to-date. Yet looking beyond cyclical concerns, technology will play a vital role as an enabler of the sustainability transition.

07/25/2022

The Puritan Gift

With trillions of government debt around the world having recently traded on a negative yield, and with deposit rates still at zero or negative across the euro zone, the “new normal” increasingly feels like a 1930s-style

07/22/2022

Risks in Europe finely balanced as ECB raises rates

Signs of market strain – notably widening spreads between German and Italian sovereign debt – had already triggered an emergency ECB meeting in June, and a new ‘anti-fragmentation’ tool was announced on 21 July.

07/21/2022

Will heatwaves burn through energy resources?

They maintain their neutral view of US utilities, but highlight that utilities’ infrastructure investments will help support stable earnings growth for US utilities.