Blog Archives

Energy is getting dirtier before it gets cleaner

27/10/2022

[3 min read, open as pdf]

The European coal market has been tight
Extending or restarting coal-fired plants is quickest fix to supply
Coal consumption is at record high in 2022

For full article, open as pdf

Mitigating ESG risk within world equities

20/10/2022

[3 min read, open as pdf]

Focus on ESG risk will become a requirement
Screening approaches can be simple or nuanced
Choice of index methodology is key

For full article, open as pdf.

UK inflation update (Oct-22)

19/10/2022

UK inflation at 10.1%yy for Sep-22
This is higher than 10.0%yy survey estimate…
… and an increase from 9.9%yy last month
For full update including charts, open as pdf

TIme to look at (short-dated) bonds again?

14/10/2022

[3 min read, open as pdf]

Bonds have been hammered by increases in policy rates
Unlikely that inflationary pressure will abate any time soon
Less sensitive short-dated bonds are just starting to catch the eye

US inflation at 8.2%yy for Sep-22

13/10/2022

[3 min read - open as pdf]

This is higher than the survey estimate…
… and a decrease from 8.3%yy last month
Represents lessening inflation pressures

gold's allure: a diversifier and a store of value

7/10/2022

[3 min read - open as pdf]

Historically, gold is a reliable store of value
Gold has low correlation with both equities and bonds
Investors can get exchange-traded access via liquid products

Insights.

Energy is getting dirtier before it gets cleaner

Mitigating ESG risk within world equities

UK inflation update (Oct-22)

TIme to look at (short-dated) bonds again?

US inflation at 8.2%yy for Sep-22

gold's allure: a diversifier and a store of value

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