Leaders
all page content
all page content
Main body page content
LATEST ARTICLES
-
Clearing up after the government’s mess will only provide a short break in the repricing of UK risk. -
China has in the past felt compelled to accept the terms of IMF programmes in struggling nations without due consideration of its own views.
-
The pandemic and the war in Ukraine have brutally exposed the fragility of global supply chains.
-
As the world’s biggest investment banks prepare to report third-quarter earnings in October, the signals are bad across the board.
-
Anti-ESG boycotts are unlikely to cross the Atlantic.
-
Bank of Cyprus has its quirks – such as a sanctioned oligarch as a large shareholder – but it is far from the only European bank with good potential still shunned by mainstream investors.
-
Chinese investors are buying bonds issued by local government financing vehicles as fast as they’re printed – due to a cratered property sector, a lack of other buying options and a perception it’s a safe asset class. But analysts warn LGFV defaults are imminent and could result in a wave of credit events.
-
The government is prepared to take drastic measures to reduce the nitrogen produced by livestock. But as farmers resist being pushed out of a profitable sector, the dispute demonstrates the cost of turning climate agendas into a race to cut emissions as quickly as possible.
-
In a desperate effort to catch the next boom in assets with no fundamental value, institutional investors are hunting for new ways into crypto – and asset managers seem only too happy to supply them.
-
A just transition should protect smaller firms from paying the price for the carbon emissions of larger ones.
-
While Germany fires up its coal-burning power stations once more, it’s almost as if the country itself is protesting.
-
Will higher rates today come at the price of more pain tomorrow?
-
Companies that publicly commit to net zero by 2030 need to be held accountable for those commitments. That won’t happen until their carbon footprint becomes publicly available data.
-
The idea of capping the price of Russian oil and gas exports sounds good in theory, but it might be better to test methods for energy rationing.
-
Stress tests mean that banks must assess their own climate impact. The glaring data gaps will close as the science progresses and methodologies evolve.
-
The first three months of the year have been tough for many investment banking business lines, but Europe’s banks are putting up a good fight against the might of the US firms.
-
The Swiss bank is still paying for its misdeeds, but this might be a taste of what’s to come for others.
-
The pressure for a short-term boost to ROE might force Bradesco to re-evaluate its insurance portfolio.
-
Crédit Agricole’s purchase of a 9.18% in Banco BPM could have benefits, even if it doesn’t presage a full takeover.
-
Private equity’s relationship with the Spac asset class? It’s complicated.
-
A combination of geographical position and commodity strength is working in the country’s favour.
-
Corporates want to improve sustainability in their supply chains, but, if anything, the barriers to doing so are getting worse.
-
Western governments hope Russian citizens will blame the regime of president Vladimir Putin and seek change. That is a gamble.
-
Why do Saudi Arabia and Malaysia still overwhelm every other state in Islamic asset management?
-
It’s rare to see a sovereign fund backing a digital bank before its launch.
-
The first month of 2022 has seen not so much a mean reversion as a collapse in investment banking revenues. Investors must hope this won’t continue.
-
The rationale behind a bank buyback can be different in emerging versus developed markets.
-
Last year, social was top of the ESG agenda. Today, it barely merits a mention.
-
Falls in bond and equity prices that followed the Fed’s hawkish pivot may just be the start, with the key test still to come in new issue markets.
-
Southeast Asia markets enjoyed a record 2021. Can they build on this?
