Weekly Report: what happened at CRBN last week (0408-0412)?

Weekly Report: what happened at CRBN last week (0401-0405)?

Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts

Home Market Outlook Economy Analysis Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts. The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. Consumer spending, the prime driver of the economy, showed signs of strain. The skepticism directed towards electric vehicles and renewable energy in Q1.

Weekly Report: what happened at CRBN last week (0325-0329)?

Weekly Report: what happened at CRBN last week (0318-0322)?

Is iShares MSCI ACWI Low Carbon Target ETF (CRBN) a Strong ETF Right Now?

Weekly Report: what happened at CRBN last week (0311-0315)?

A Vote For Value Stocks In 2024

Low-Carbon Transition Themes In 2024

Home Investing Strategy Portfolio Strategy Low-Carbon Transition Themes In 2024. We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. The transition to a low-carbon economy is a mega force that is shaping investment returns.

Weekly Report: what happened at CRBN last week (0304-0308)?

Weekly Report: what happened at CRBN last week (0226-0301)?

Weekly Report: what happened at CRBN last week (0219-0223)?

Goehring & Rozencwajg Q4 2023 Natural Resource Market Commentary

Consider This: Canals Are Becoming Chokepoints

International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.

Weekly Report: what happened at CRBN last week (0212-0216)?

Systematic Equity Outlook: Victory Not Yet Secured

Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.

Mining The Gap For Low Carbon Transition Materials

Home Investing Strategy Portfolio Strategy Mining The Gap For Low Carbon Transition Materials. Oscar Pulido and Olivia Markham explores the brown-to-green transition and the role of mining materials in the transition to a low carbon economy. The investment landscape surrounding the low carbon transition is poised for change and opportunity.

Massif Capital Q4 2023 Letter To Investors

Massif Capital employs a long/short equity strategy focused on global opportunities in listed real assets. Massif Capital finished the year up in the long book but down in the short book. Renewableables and EVs are now beaten down and out of favor. The company will focus on trend and momentum in shorting stocks.

Weekly Report: what happened at CRBN last week (0205-0209)?

Weekly Report: what happened at CRBN last week (0129-0202)?