Asset bubbles won’t help our post-pandemic recovery 

Asset bubbles won’t help our post-pandemic recovery 

Covid-19 will be remembered as the worst global economic shock in recent history but, compared to the most similar one, the Great Depression of 1929, its consequences on asset prices have been radically different. In fact, the Great Depression started with an implosion of equity prices while the current pandemic …

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Flexibility is key to fixed income in 2021 even if inflation rebounds

Flexibility is key to fixed income in 2021 even if inflation rebo

(ATF) Traditionally, fixed income has been a diversifying asset class that typically performs well when risk markets such as equities sell off. However, many are questioning whether this approach is still as effective with bond yields so low — and with good reason. In the first quarter of 2020, the …

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Some tips and history for HKEX’s new chief

Some tips and history for Hong Kong Exchange’s new chief

(ATF) Earlier this month, Hong Kong Exchanges & Clearing announced that 52-year-old Argentine Nicolas Aguzin will succeed Charles Li as CEO of the world’s 5th largest stock exchange. Both executives share an American educational background – Li went to Columbia, Aguzin to Wharton – and both joined HKEX directly from …

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Taking green hydrogen to the next level with fossil fuel cost parity 

Taking green hydrogen to the next level with fossil fuel cost parity 

Europe continues to take the global lead in green hydrogen development, seemingly leaving the rest of the world in its rear view mirror. Even more remarkable is that its pivot to the cleanest of all fuel choices comes amid the worst health crisis to hit the planet in more than …

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Sustainable finance gets a big boost from green stimulus

Sustainable finance gets a big boost from green stimulus

(ATF) The coronavirus pandemic has triggered a scramble for responsible investing but has also underlined the need for vigilance against 'greenwashing' – unproven claims that a company's products are environmentally friendly. Sustainable finance bonds issued in 2020 totalled over US$544 billion – more than double issuance levels during full year …

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Coal and bio-mass habit threatens India’s 'solar-power revolution' 

Coal and bio-mass habit threatens India’s solar-power revolution'

India, the world’s second most populous country after China, and the third largest energy consumer, keeps making energy headlines as it tries to meet its seemingly insatiable energy demand while also battling problematic greenhouse gas (GHG) emission levels. The latest salvo in the country’s war to ramp down its carbon …

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Yin and yang in the Year of the Ox: autos and semiconductors

Yin and yang in the Year of the Ox: autos and semiconductors

(ATF) For decades, automotive production and semiconductors operated in mostly separate domains: steel, motors, glass and noise in one; silicon, switches and silent electrons whizzing about in another. The preponderance of the world’s fleet – more than 1 billion passenger vehicles alone today – could make do with but a …

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