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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 […]
Iran – Escalation without an oil shock Recent developments in the Middle East suggest that the memorandum of understanding previously agreed between the US and Iran is no longer operative. Missile and drone attacks have resumed, while the Houthis are threatening to widen the conflict by targeting regional infrastructure and potentially disrupting shipping through the […]
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