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Nov 15, 2022

Africa’s journey to net zero: USD7trn just for energy

The green energy transition is a once-in-a-lifetime opportunity for African development, a chance to reduce poverty and lift growth potential. To reap this opportunity, there are three levers to pull: strengthening political stability and the rule of law, reducing project risks by adopting blended finance, and formulating clear green-energy strategies backed by economy-wide transition plans with sector-specific pathways.

Nov 10, 2022

Fixed income is back

In 2022, the record bear run across asset classes has eliminated any diversification benefits, leaving investors with no place to hide. Realized and expected monetary policy moves drove most of fixed income and equity performance. 

Nov 09, 2022

US midterms: Republicans are back, (fiscal) policy impasses too

With the Republican party now in control of the House of Representatives (results for the Senate to follow), no major economic and fiscal legislation will be pushed through in the next two years. 

Nov 04, 2022

EU fiscal rules – quo vadis?

Next week, the European Commission is expected to propose the most ambitious overhaul of the EU fiscal framework in more than two decades. Given the rapid rise in debt ratios during the pandemic and the current energy crises, the application of the current rules, which are currently suspended, would require unrealistically large – and counterproductive – fiscal adjustments by some high-debt countries.  

Nov 03, 2022

Picking up contagion in equity and commodity markets

In an uncertain world, it is essential to diversify investment portfolios. But this is not always easy. When more and more risky-asset markets are rising simultaneously it often is a sign that the risk of a broad-based collapse in asset values is building up. 

Oct 28, 2022

Brazilian elections: The calm before the storm?

Unlike in previous elections, there are few signs of politically driven stress on Brazilian markets. Yet, Brazilian markets are in for a reality check in 2023. The results of the first round of the Presidential elections have reduced the likelihood of extreme policies: markets are familiar with both candidates. 

Oct 27, 2022

Energy crisis, interest rates shock and untampered recession could trigger a wave of bankruptcies

Half of the countries we analyze have recorded double-digit increases in business insolvencies in the first half of 2022. European SMEs (the UK, France, Spain, the Netherlands, Belgium and Switzerland) explain two-thirds of the rise.

Oct 21, 2022

Market Volatility and Corporate Bonds: Collateral Damage

Over the last few months, more aggressive monetary tightening, especially in the US, has led a steep sell-off in public debt markets, resulting in unprecedented interest rate volatility. Can deteriorating market liquidity cause more damage to valuations?

Oct 20, 2022

Can the booming battery sector help Europe with its energy crisis?

Energy storage could help Europe tackle its energy crisis but is overlooked in policies, by 2030 total storage capacity will amount to about 35% of annual average Russian gas imports.

604 releases in total