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ECB – September hike in sight Last week, the ECB left its key policy rates unchanged, as widely expected. With oil and gas prices now back close to the baseline scenario, President Lagarde delivered the partially hawkish message that investors had anticipated, noting that some Governing Council members had considered an immediate rate increase. At […]
The ETS at a crossroad The European carbon market, formally the EU Emissions Trading System (EU-ETS), is the world’s first and largest “cap-and-trade” market. It covers more than 10,000 installations across the European Economic Area in power generation, energy-intensive industry, shipping and aviation, together roughly 40% of the EU’s greenhouse-gas emissions[1]. The traded instrument is […]
Navigating tech uncertainty Equity markets gave back some of the gains recorded in recent months, as the AI and semiconductor complex that had driven this year’s rally led the pullback, while renewed tensions in the Middle East pushed oil prices higher, reversing the prior period’s decline. Asia led on the way down, having led on the […]
It is difficult to characterise the first half of 2026 in any other way than volatile or complex, with the Iran war creating macroeconomic uncertainty and the AI debate driving sharp share-price movements across the market. As ever, that environment presents challenges, but it also creates highly attractive risk-reward opportunities for active managers. European banks […]
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