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Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
17 January 2023
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If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
3 November 2022
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With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
22 April 2022
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Recent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon...
10 March 2022
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The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
3 February 2022
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2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
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Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
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With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
2 December 2021
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Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
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European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
5 November 2021
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Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
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