Saying goodbye to coal – not quite?

Saying goodbye to coal – not quite?

Coal usage, as a source of energy, could become a thing of the past (almost) thanks to China's goal to cut net carbon emissions by 2026 by cutting coal consumption. Key points: Internationally, there is a strong desire and a...

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Millennials – the new investment prescription

Millennials – the new investment prescription

The asset management industry is changing. In 2020 the maturing millennial investor generation created a shift in investment products, funds and tactics. The asset management business' foundation is that the future is somewhat known or at least one can...

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Chinese Recovery Impacts Metals

Chinese Recovery Impacts Metals

The Chinese economy grew 4.9% during the third quarter. China’s V-shaped recovery is a sign of a rebound in industrial production and base metals. The expansion is lower than market expectations of a 5.2% growth. China's recovery shows a...

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Oil price breakout winners

Oil price breakout winners

The trading range for oil (WTI - West Texas Intermediate) since 6th May 2020 is US$ 38 to 42 bbl. On Monday 23rd November 2020 the oil price broke through its recent resistance line to reach $43 bbl, this...

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DB pension transfers condemned by FCA

DB pension transfers condemned by FCA

The UK's FCA investigated the DB market in June 2020. Suspicions arose as to the suitability of advice given on DB pension transfers. The FCA has combed through the defined benefit market collecting data on over 300 firms. Exhibit 1...

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AI and the Baltic Dry Index

AI and the Baltic Dry Index

Mayflower Autonomous Ship, the world's first AI-assisted vessel, was launched on 16 Sep in Plymouth. 2020 marks 400 years since Mayflower’s first journey. This robot ship is over 100 ft in length and completely autonomous - driven by an...

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Can ‘CommonPass’ save aviation?

Can ‘CommonPass’ save aviation?

An airline digital health pass started undergoing tests this week. With track and trace on the ground, it is timely for an app that can get people back up in the air. The Commons Project, a Swiss non-profit, has created...

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The millennial investor boom

The millennial investor boom

Millennial investors, born 1986-91, since Covid struck, have Wall Street taking them seriously. Millennials are the new generation of smartphone day traders. Millennials own 7% of the US total wealth (USD 9.1 trillion) compared to the 26% of baby...

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Winners and losers of the property sector pandemic

Winners and losers of the property sector pandemic

There is an opportunity for UK listed commercial property companies and it is simpler than any opportunity for residential listed property companies. This is not what you might expect. The UK's housing market (read residential property companies and residential REITs)...

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Immune response and catching Covid twice

Immune response and catching Covid twice

The Lindsley F. Kimball Research Institute of the New York Blood Centre and Rockefeller University in June concluded that herd immunity is not as simple as it sounds but that antibody testing retains a key role in localised lockdowns....

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