Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

China dominates the expansion of solar capacity

Growing supply led to significantly falling prices for solar modules

The last emissions cuts better be the deepest

Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

Liability-aware Strategic Asset Allocation

By: Matthias Schuckardt, Marco Kleweken, Artur Stoll, Jason Chen

A simplified approach applied to a sample balance sheet of an average European Life-Insurer

Rising ESG bond volumes offer opportunities

By: Björn Jesch

Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.

Why companies are waking up to nature’s value

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger, Annekathrin Mueller-Lohmann

Whitepaper #2: How nature affects the bottom line

Energy efficiency policies & investments

By: Siena Golan, Murray Birt

European developments create cross-asset class investment opportunities

European Transformation: Are we there yet?

Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.

Europe’s transformational scorecard

By: Michael Lewis, Murray Birt, Maria Milina

Tracking European sovereigns in their transformational journeys

The road ahead for direct lending

By: Michael Verhoeven, Maria Milina, Michael Lewis

Supporting transformation and sustainability ambition

Making sense of commodity price forecasts

Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.

Investing in carbon: a new asset class

By: Murray Birt, Jay Joshi, Michael Lewis

European carbon allowances - “A little goes a long way”

Nature-focused regulations start to get serious

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger

Whitepaper #1: Catching-up to climate