Key Analysis

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Global Inflation Turning a Corner

The sudden rise in US and European bond yields in May following a long, steady decline may be a sign that the market may have become unreasonably pessimistic about global growth and deflation...

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ETS: MSR Positive, But Further Reform Needed

The current reforms to the European ETS are unlikely to push carbon prices high enough to trigger switching from coal to cleaner burning gas, or truly drive investment in a low carbon European...

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Agribusiness Sector Strategy

We maintain our belief that downstream dairy companies will perform strongly. We also highlight our view that fertiliser companies with large nitrogen operations will perform well over 2015, as well...

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