07/29/2022

The Dollar – The Best of a Bad Bunch

The dollar’s recent inexorable rise has appeared to show no bounds and has made asset allocators inevitably believe that it may be too risky to bet against the currency.

07/25/2022

Supercar sales accelerate in the UK

Low-cost finance and a ‘you only live once’ attitude behind 19% rise in the likes of Ferraris, Lamborghinis and Maseratis, say market analysts

07/25/2022

The Puritan Gift

With trillions of government debt around the world having recently traded on a negative yield, and with deposit rates still at zero or negative across the euro zone, the “new normal” increasingly feels like a 1930s-style

07/22/2022

Risks in Europe finely balanced as ECB raises rates

Signs of market strain – notably widening spreads between German and Italian sovereign debt – had already triggered an emergency ECB meeting in June, and a new ‘anti-fragmentation’ tool was announced on 21 July.

07/21/2022

Will heatwaves burn through energy resources?

They maintain their neutral view of US utilities, but highlight that utilities’ infrastructure investments will help support stable earnings growth for US utilities.