13/07/2026 Tensions flare amid fragile ceasefire Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity un... Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the... Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
23/02/2022 ESG Thema ESG Thema #8 - Financing the energy transition in Asia Climate change commitments have stepped up recently but have yet to fully answer the call.
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
10/06/2021 Investment Insights Stakeholders in the Just Transition - N°2 Consumers The aim of a "just transition," enshrined in the 2015 Paris Agreement, is to ensure the shift to low‑carbon economies is fair to all stakeholders—workers,...