Markets & Research
Independent perspectives on market developments and their implications for corporates, investors and infrastructure finance.
Britain's State Has Outgrown the Economy That Pays for it
An examination of the growing scale of the British state, its long-term commitments and the implications for the private economy that ultimately funds it.
When Japanese Capital Comes Home
How rising Japanese yields could affect the rand, South African interest rates and the cost of financing infrastructure.
When Geopolitical Risk Hits the Oil Market
What seven years of energy-market shocks tell us about corporate hedging and the management of geopolitical risk.
Copper: When Headline Inventory Stops Telling You How Much Metal Is Really Available
Visible copper inventory and freely available copper are not necessarily the same thing. This Perspective examines why that distinction matters for the forward curve, price risk and multi-year sale programmes.
