Policymakers in Beijing cannot afford to allow pollution to undermine economic and social welfare. It offers a structural driver that smart investors can take advantage of. Next year will mark the latest milestone in China’s drive to reduce its carbon footprint if it can consolidate its position as the world’s top importer of natural gas, having just overtaken Japan.The … [Read more...] about China’s long green march
Interest in private markets has grown rapidly among investors, particularly within an environment of historically low interest rates and market volatility. … [Read more...] about Private markets – a wealth of opportunities
At this stage Brexit is beginning to look more like a Netflix series by the day. Theresa May’s cabinet are at war, Boris lies in wait, Europe and the UK are speaking different languages, literally, and the issue of … [Read more...] about Managing currency risk against the backdrop of Brexit
Since making a low in July last year, West Texas Intermediate Crude (WTI) has risen by 38.5% and is now approaching the $75 highs achieved at the end of June this year. In the same period, the US Dollar Index has fallen just 2%, suggesting that oil prices, long negatively correlated with the US currency have “de-coupled”, with a new pricing dynamic coming to the fore. Last week … [Read more...] about The Oil market is Heating up
2018 has been an eventful year so far for global markets. When considering the key events of the year, you would be forgiven for focusing on the return of volatility, the impact of a possible trade war or even the repercussions of 10-year US yields topping the 3% mark. A less discussed story has been the resurgence of commodities prices. So, has this strong start to the year … [Read more...] about Is now a good time to consider commodities?