Focused Thinking
Focused thinking
Professor Shane Crotty and his team at the La Jolla Institute in California study immunity against infectious diseases. They investigate how the immune system remembers infections and vaccines.
60 min video | September 2021
Economics
We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.
2 min read | September 2021
Central Banks
The ECB looks set to conclude its pandemic response program (PEPP) and step up its asset purchasing program (APP) in its stead.
5 min read | September 2021
Sustainability
An unconventional branch of finance looks set to play a bigger role on the world stage amid a growing realisation that urgent action is required to meet climate targets.
5 min read | September 2021
Sustainability
We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.
4 min read | August 2021
Volatility
Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.
2 min read | July 2021
Economics
The UK's outlook following mass easing of Covid-19 restrictions.
27 min podcast | July 2021
Sustainability
EU Sustainable Finance Rules Start to Take Shape
3 min read | July 2021
Economics
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Sustainability
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
Central Banks
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Economics
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Sustainability
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
5 min read | June 2021
Economics
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021