Decarbonomics
02 Dec 2021

Fiery stagflation or green reflation?

Climate change is likely to become the dominant macro theme of the 2020s. Not only will increased physical disruption to the world economy boost consumer prices and make inflation more volatile; there are also big risks associated with the transition to a “low-carbon” economy. 

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Decarbonomics
24 Nov 2021

For global trade, disruption is the new normal

The decarbonization of heavy industry is approaching a tipping point that also entails a paradigm shift for global trade – a sea change from seven-and-a-half decades of multilateral trade policy and one that will raise DM-EM tensions.

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Decarbonomics
29 Nov 2021

Change is coming for heavy industry sooner than you think

Global trade is in the midst of a paradigm shift that will drive tectonic changes ahead for high-emissions heavy industry, sped by the impending arrival of carbon border taxes. 

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Decarbonomics
17 Nov 2021

Voluntary carbon markets after COP26

We go long CBL Global Emissions Offsets futures (GEO) which allow for the delivery of CORSIA eligible voluntary carbon offset credits.

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Our Services
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Our Services

Our services allow us to be flexible in how we contribute to clients' investment processes. Half of the world's top 100 asset managers use our research​.

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Charts and Blogs
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Charts and Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

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Track Record
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Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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