South Korea may be on the verge of a major shift. Anton Tonev explores how policy actions, structural flow catalysts, and investor behaviour changes are aligning to create a potentially powerful tailwind for KRW appreciation.
Japan’s bond market is sending an important signal. With long-term yields rising and the yen under pressure, Anton Tonev explores how quickly confidence can shift – and what policy choices might turn the tide.
While the COVID crisis is over and the Russian war is now static, Tom Roderick explores how the upending of the geopolitical order continues to drive up prices of (certain) commodities.
Short-dated volatility is soaring while long-dated vol remains unusually cheap, creating unique opportunities for traders and hedgers. Toby Hayes explores how structural market shifts are reshaping the landscape.
Cement is one of the highest GHG emitting industrial sectors. As European environmental regulation tightens, sector dynamics and innovation in green technologies are unearthing promising investment opportunities. Joe Mares explores how cement’s emissions challenges are laying the groundwork for returns. The cement sector is the largest industrial emitter, generating ~8% of global emissions, with cement […]
Regulatory shifts, rising bills and low equity returns all present a challenge for the UK water sector. Tom Ayres and Joe Mares explore how the UK sector compares to listed water equities globally, and why these challenges should ultimately benefit the sector as a whole. The UK water sector continues to be a national discussion […]
