Andrew Capon

  • Ulf Erlandsson
    Asset Class Reports

    The green bond imperative

    January 2022 (Magazine)

    A deepening pool of green bond issuance is allowing investors to direct capital towards objectives like energy transition  

  • Atkinson, Kris (1)
    Special Report

    NextGenEU: Towards a new euro yield curve?

    December 2021 (Magazine)

    Bonds designed to support member states hit hardest by the pandemic look set to become a new safe asset

  • John Howchin

    Briefing: The sustainability missing link

    September 2021 (Magazine)

    Love him or loathe him, no one can doubt that Tesla CEO Elon Musk has a penchant for self-publicity and a talent for disruption in industries from automobiles to space. He has lately taken an interest in the metals and mining sector. In June, he tweeted that he would provide a “giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way”.

  • Global green momentum boosts prospect of a mining super cycle

    Net-zero opportunities: Global green momentum boosts prospect of a mining super cycle

    May 2021 (Magazine)

    The Covid-19 pandemic has given everyone pause for thought. It has also been a catalyst for action. For some, global warming seemed like a nebulous, distant concern. But the fragility of life on earth has been laid bare.

  • Peter at APG.

    Inflation strategy: Conditions look ripe for a new commodities supercycle

    April 2021 (Magazine)

    The media briefly got excited when the followers of Reddit – a social news website often used by political activists – ineffectually attempted to ramp up silver prices in February. But news about commodity prices other than oil and gold rarely make headlines. For most institutional investors, commodities are a Cinderella asset class. A fleeting moment in fashion before the 2008 global financial crisis (GFC) has been superseded by widespread indifference.