The causes and course of inflation

The causes and course of inflation

🕔15:49, 10.May 2022

Recent conversations with investors reveal a lot of confusion about what causes inflation and what the future path will be. We take a look at various explanations including a Malthusian view of longterm drivers, shorter-term views of more proximate drivers

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Stewardship report 2022

Stewardship report 2022

🕔14:01, 10.May 2022

In 2021, we developed and deployed a centralized ESG Tracker that enables all team members to systematically store relevant information in a location that can be easily accessed by anyone who requires it. During the year, we were able to

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ECB strikes a somewhat dovish tone, despite inflation remaining top priority

ECB strikes a somewhat dovish tone, despite inflation remaining top priority

🕔12:27, 10.May 2022

April meeting: No further acceleration of stimulus withdrawal was hinted at by the ECB in April. It confirmed both the previous guidance on QE (likely to end in Q3) and the policy sequence, with interest rates to rise at “some

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Core Bond: No Time to Die

Core Bond: No Time to Die

🕔10:16, 10.May 2022

Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.

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Shortage of Neon Gas Dims Tech Output

Shortage of Neon Gas Dims Tech Output

🕔08:52, 10.May 2022

One commodity negatively impacted by the war is neon gas, a key input used in the semiconductor process. Bulk neon gas is a byproduct of the steel industry (primarily the Russian steel industry), which is captured and filtered to achieve

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