The situation is excellent. The market is rallying led by a government sanctioned rally in China. Our constructive thesis is validated after a period of noise in the equity market led by a US spike in Covid-19 cases. This is excellent and precisely why we need to worry.
Biodiversity is in the spotlight nowadays as previous international agreements expire, making 2020 a year of assessment and target-setting for politicians, legislators and businesses. What exactly is biodiversity and why is it important?
On Tuesday the German constitutional court decided that the Bundesbank would stop participating in the ECB Quantitative Easing program known as PSPP in three months unless corrective measures were taken. These include oversight by the German parliament and government and questions regarding whether the ECB was directing fiscal policy which is not in its mandate.
Nordea Asset Management (NAM) is pleased to announce that the Sustainability Accounting Standards Board (SASB) has appointed Eivind Lorgen, CEO and President of NAM in North America, to chair its Investor Advisory Group (IAG), a group of leading asset owners and managers committed to improving sustainability related disclosures to investors.
Yesterday was a historical day in the oil market. The American market, called West Texas Intermediate (WTI), moved to minus USD40—a fantastic move. The reason for this is likely connected to storage issues as people are consuming far less fuel amid the quarantines.