Climate change and emerging markets after Covid-19
What are the risks and opportunities? Professor Hepburn and his team at the Oxford Smith School present their analysis in this exclusive report.
January 2021
Five lessons from the pandemic
Luca Paolini, Chief Strategist January 2021
A climate-aware US ushers in a new era for clean energy
Stephen Freedman, Senior Product Specialist January 2021
Why real yields really matter
Bond investors use several indicators to guide portfolio construction but it's the real yield that deserves their undivided attention.
Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions May 2021
Barometer: It's in the price
While economic conditions continue to improve, there are signs the market rally is running ahead of fundamentals. We have consequently dialled down...
Pictet Asset Management Strategy Unit May 2021
Aiming for zero: Europe raises its clean energy game
Why Europe's ambitious new climate plan  will help the region become carbon neutral and spur investments into the clean energy industry.
Stephen Freedman, Senior Product Specialist April 2021
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