Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
Ukraine | Sovereign Eurobonds are a bargain despite risks
Posted by Tatiana Orlova on Jan 20, 2022
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern border....
US | How will Biden's infrastructure push affect US industries?
Posted by Oren Klachkin on Dec 16, 2021
The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two years, about five times...
IBM: Cloud's Next Leap
Posted by Thought Leadership on Nov 12, 2021
The pandemic has greatly accelerated digital transformation and, in parallel, the need for better digital infrastructures to support these changes....
PwC: Achieving Net-Zero Infrastructure
Posted by Macroeconomic Consulting & Thought Leadership on Nov 4, 2021
Infrastructure is a big part of the world’s climate change challenge—but how can the transition to net-zero global infrastructure be achieved? Oxford...
US | Texas’ deep freeze won’t chill the national economy
Posted by Oren Klachkin on Feb 25, 2021
Infrastructure outages from the mid-February winter storm caused massive disruptions to life in Texas, but damage to the US economy won’t be severe...