By: Michael Lewis, Ian Bigelow
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
By: Johannes Muller, Robert Bush
"Be greedy when others are fearful, and fearful when others are greedy" - Warren Buffett
By: Dr. Sebastian Kring
A Practitioner’s Perspective
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
By: Jason Chen
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to speed up European Transformation
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Robert Bush, Jay Joshi, Alicia Ansorg
In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years
Evaluating the use of high yield within an investment portfolio
