Sunflowers and scarcity: The Ukraine war's impact on private debt
The private credit debt markets have little direct exposure to either Russia or to the raw commodities industries. But as the conflict rumbles on, sustained impacts such as higher energy prices and food scarcity could weigh on the credit worthiness of swathes of leveraged borrowers.
Sifting through the wreckage, stock by stock
Worries about the ongoing war in Ukraine, snarled supply chains, rising inflationary pressures and fears about possible recessionary slowdown have resulted in weakness across markets. We look at recent developments in what has been a challenging environment for fund managers.
Private markets and the need for climate unicorns
The transition to net zero and renewable energy sources remains critical to our future, not only to reduce the chance of climate change on a catastrophic scale, but also, as Russia’s war in Ukraine indicates, the need to underpin future energy security.
Are changes in the landscape for investors really different this time?
Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. Tom Stevenson looks at the challenge of knowing which it will be.
How blockchain can revolutionise the financial system
Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin, stablecoins and other digital assets continues to grow in importance.
