US & UK sector rotations

US & UK sector rotations

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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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Can the UK beat the 2050 emissions target?

Can the UK beat the 2050 emissions target?

UK energy companies are asking the government to set a new target for net zero emissions prior to the 2021 UN COP26 summit. The current emissions target is 2050. Following the US pledge to decarbonise its power sector by...

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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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ESG Indices Outperform

ESG Indices Outperform

Investor’s growing interest in ESG is driving funds into sustainable investments. Companies must develop sustainable policies now or risk falling behind. Key Points: S&P Global forecasts that assets in sustainable investment products in Europe will reach €7.6trn over the next...

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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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Will big tobacco create the first Covid-19 vaccine?

Will big tobacco create the first Covid-19 vaccine?

Tobacco giant British American Tobacco Plc's biotech subsidiary, Kentucky BioProcessing, has developed an experimental COVID-19 vaccine where pre-clinical tests showed positive responses and the first phase of human trials could begin as early as late June. Drug makers around...

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