Macro Insights: 'Gas-ageddon' in context
GAS LEADS: Europe’s NatGas prices are +530% this year and US +130%, leading an energy boom with oil...
Macro Insights: Implications of high company debt
CORPORATE DEBT HIGH: Company debt as a percentage of GDP is near 100% globally, as big as...
Bottoms up: Oktoberfest is cancelled, but our glasses are still full
Nothing like a sip of cold beer in the crisp autumn Munich air. Oktoberfest, the festival...
How to invest in the future you believe in
How do you reach your investment decisions? Your personal beliefs may impact your portfolio choices...
FOMC meeting caps off a busy September of central bank reports
The Federal Open Market Committee (FOMC) is set to meet for two consecutive days, September 21–22,...
The one trillion dollar Infrastructure Bill passes the first hurdle in the Senate
On August 10, the US Senate passed a bipartisan infrastructure bill called the Invest in America...
Look to China in the search for equity upside
Equity markets generally performed well in 2021 as the global economy gradually reopened. In the...
What is a “short squeeze”?
Being out-of-favour and heavily “shorted” are key characteristics of so-called meme stocks. But...
The race to find climate change solutions: 3 investment opportunities
Climate change – which can be defined as the rise in global temperatures accelerated by...
Are high CO2 prices a goldmine for companies?
The prices of certificates for greenhouse gas emission rights have recently fallen slightly, but...