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Inflation caused by war threatens budding recovery in commercial real estate
Renewables can make Europe’s capital markets less vulnerable to energy price shocks
The market-shutting crisis this spring is very different to that which followed last year's US tariffs
Borrowers from the Gulf region have a track record of remarkable primary market prints
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  • China’s move to tighten its grip on overseas IPOs of technology companies could be a boon to a handful of other markets in Asia.
  • The success of Wise’s direct listing can be chalked up as a victory for a UK stock market that has undergone much soul searching about its ability to attract the hot companies of the future.
  • Space might well be the new frontier in equity investing, with several deals catching the attention of capital markets professionals in the past couple of weeks. But as exciting as investing in space and space technology are, grouping vastly different businesses together under the catch-all term 'space economy' runs the risk of stoking fads or even an equity bubble.
  • The build-up of court cases during the pandemic has rendered the investment profile of mortgage performance — a key metric for structured finance investors — ever more difficult to predict.
  • Pundits in the ESG space are already levelling disappointed criticisms at the ECB’s new green monetary policy strategy. But while it may not be perfect, it is important to recognise that the ECB has taken a valuable and important step forward.
  • For all their espoused commitment to capitalism — a system in which outdated ideas are supposed to be allowed to perish when superseded by newer, better ways of doing things — there is a club of leaders at the top of investment banking that seems obstinately, sentimentally, and possibly even damagingly attached to the way things have always been done.