Shell manoeuvring on fractured ground
Markets have reacted coolly to Shell’s attempts to win over critics by simplifying its structure and moving headquarters from the Netherlands to the...
ESG
Turkey for Thanksgiving, Omicron for Christmas?
With Covid regaining center stage, much of the US on holiday and many central banks rummaging around in their inflation containment toolkit, flows...
Oil bonds still have fuel in the tank – but how long will it last?
Fixed income markets are abuzz about the spectacular demand for new green bonds. Flows into fixed income funds with socially responsible investing...
Earnings and inflation both roar in early November
From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money....
Investors feel the heat in early November
The twin specters of inflation and the planet running hotter occupied investors going into November as the UN climate summit, COP26, got underway...
Dealing with inflated expectations
Expectations for economic growth, US job creation and the transitory nature of inflation all took a knock during the second week of October as...