Green Hydrogen Could Revolutionize Energy Production

Green hydrogen could revolutionize energy production, helping utilities run more flexible power grids while reducing fossil fuel emissions. Could hydrogen power be the key to a more carbon-free world? Although a high percentage of the hydrogen power currently produced comes from fossil fuels, further declines in the cost of emissions-free “green” hydrogen production could accelerate Read More…

Digitalization in Health Care

Healthcare has been slow to embrace digitalization, but growing tech investment and pricing pressures could bring disruption sooner than many expect. Digitalization has transformed virtually every sector, from retail and media to travel and finance; but it’s been slow to gain a foothold in the healthcare industry, which is heavily specialized and regulated, walled in Read More…

Investing in China

It’s only a matter of time before global fixed income investors own more Chinese assets, particularly given the prospect of benchmark inclusion into several major global indexes and greater accessibility for the onshore Chinese bond market. Chinese bonds seem favorable to many investors looking to add an element to their global investment portfolio. An important Read More…

The Mystery Behind Global Bond Paradox

Let us discuss how hedging can enhance low local yields. Yields on the German bund remain stuck below 50 basis points while the Japanese government bonds yield virtually zero basis points. U.K. gilts on the other hand yield only 125 basis points. Does this mean non-U.S. bonds such as the ones mentioned above hold any Read More…

Banks: A Tale of Necessary Transformation

Investors have maintained a rather negative view of the banking sector; banks hold equity valuations now above book value, but only slightly. Prior to the recession, the price-to-book ratio of banks in developed countries was circling around 2, but since then banks have had average price-to-book ratios of less than one. Additionally, banks in developing Read More…

Should the Minimum Wage Increase in the U.S.

There are many factors that must be carefully taken into account when choosing a position on whether or not the minimum wage should be raised. One must consider the positive and negative moral and scientific outcomes that could occur due to an increase in the minimum wage. Keith Knutsson of Integrale Advisors states “Although this Read More…

Equity Derivatives No More – Warren Buffett

Let’s take a deeper dive into Warren Buffets portfolio. Equity-index put options written by Berkshire Hathaway Inc. have started to expire and the remaining options will expire by January 2026. His firm originally initiated these deals between 2004 and 2008 to bet that stock prices would rise in the long run. Not only that, but Read More…

Why is the Japanese Yen Considered a Safe Haven Currency?

A risk-off can occur when global investors’ behavior becomes more risk-averse or economic fundamentals become more uncertain. The yen has shown past historical trends of serving as a safe haven currency in times of a risk-off (2008 financial crisis, 2010 distressed European market, Japan earthquake and the Italian elections). During times of increased global risk Read More…