An overlay technique of consensus-ratings to improve the ESG quality of portfolios
5 min read | June 2021
Taking stock and looking ahead
4 min read | June 2021
What are Biden's plans for growth this year?
22 min podcast | April 2021
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
What does 2021 hold for the USA?
3 min podcast | January 2021
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?
What will 2021 mean for FX markets?
28 min podcast | December 2020
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
