February 18, 2025
How to improve the European Union’s sustainable finance framework
Five adjustments would make the EU sustainable finance framework more effective at delivering the desired alignment of incentives This piece...
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February 17, 2025
GLOBAL CREDIT BULLETS | Monday, 17 February 2025
Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine. Moreover, a look at US tariffs...
Keep readingFebruary 10, 2025
GLOBAL CREDIT BULLETS | Monday, 10 February 2025
The US economy has proven resilient in yet another round of data releases. Also, a closer look at US politics....
Keep readingFebruary 6, 2025
How should the EU react to the US attack on corporate sustainability?
The European Union should continue to push companies on net-zero alignment, but pragmatic changes can help ease burdens and maintain...
Keep readingFebruary 5, 2025
Clean Alpha | Appetite for Destruction
Download Over the past decade, malnutrition has emerged as a significant global challenge, bringing with it substantial social consequences. One...
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GLOBAL CREDIT BULLETS | Monday, 3 February 2025
Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada and 10% on top of existing...
Keep readingJanuary 27, 2025
GLOBAL CREDIT BULLETS | Monday, 27 January 2025
Donald Trump was inaugurated last Monday as 47th president of the United States. Also, a look at Central Banks and...
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January 24, 2025
Davos 2025: Key Takeaways
Returning from the World Economic Forum in Davos, Davide Serra summarises the main points that emerged from the event. There...
Keep readingJanuary 22, 2025
GLOBAL EQUITY BULLETS | Wednesday, 22 January 2025
The Divergence between Concentration and Value in Equity MarketsThe global concentration of equity has become increasingly polarised, with a growing...
Keep readingJanuary 20, 2025
GLOBAL CREDIT BULLETS | Monday, 20 January 2025
Today Trump will be inaugurated as the 47th president. Also, a look at US economics and the Middle East. US...
Keep readingJanuary 15, 2025
Heading into 2025: Selectivity and Focus in Financials, Credit and Equity.
Download PDF Global Credit A selective approach heading into 2025 Watch related video Financials Financial equity: 2025 remains interesting, with...
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