Is green in the pipeline? Sensing gas’ potential contribution to climate change mitigation

Natixis Research highlights the role of natural gas and related assets as an indispensable link in the journey towards carbon neutrality.

Asia: first in first out?

Last week, Alicia Garcia Herrero spoke at the 2020 IIF Annual Membership Meeting.

Held as a fully virtual event this year, with over over 1,500+ senior financial executives, economists, and policymakers from around the globe joining, the theme was Financing a Sustainable Economy: Crisis recovery and drivers of future growth.

Alicia took part in the session: “Asia: first in first out?”, speaking alongside Gene Ma, Head of China Research, IIF; Prakash Kannan, Managing Director & Chief Economist, Head Total Portfolio Management, GIC, and; Robert Subbaraman, Managing Director, Head of Global Macro Research and Co-Head of GM Research, Nomura, together they addressed how East Asian countries managed to outperform other regions this year amid the pandemic.

Topics covered during the session included: What sectors are behind the recovery? Can consumption, infrastructure and real estate save the region? Can Asia survive without the global recovery in trade? What are the contingent plans for the possible second wave? How will Asia deal with the rising leverage? What else should Asia fiscal and monetary authorities do?

 

DESALINATION: Balancing the Socioeconomic Benefits and Environmental Costs

This research report explores the numerous benefits and costs of desalination as a means of producing potable water. Desalination refers to the process of removing salts and other impurities from water. There can be no human development without water, but can water scarce countries develop sustainably thanks to desalination? The answer to this question requires an understanding of how desalination works and under which circumstances its benefits can be maximized and its drawbacks attenuated.

By Radek Jan

Events

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During and after Covid crisis:
which are the breaks in economies and markets?

Replay is available : here in English and here in French

with Patrick Artus, Chief economist, member of the Executive Committee,

and Jean-François Robin, Global Head of CIB Research

 

green

Green & Sustainable bonds: Recent market trends

Replay is available here

  • Tremendous appetite for Green & sustainable increasingly seen in New Issue Premium (NIPs): what impact on the greenium?
  • Take-off in sovereign green issuance: focus on Germany. Is there a “Greenium” on the DBR curve?
  • Rapid development of Social and Sustainability bonds: How fast is the market diversifying?
  • Are Greenium spreading to all asset classes / currency of issuance?

 

1 hand from young person holding 1 hand from old person

A silver lining for aging Asia
Not much for growth, but certainly for some sectors

Audio Replay is available here

Many Asian economies will age more rapidly over the next several decades, including Mainland China, Hong Kong, Japan, Singapore, South Korea, Taiwan and Thailand. Our report explores the consequences at the macro and sectoral level.

by APAC Research Team

Research Publications

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US elections and COVID-19: What high-frequency indicators say #21

Will the epidemic, which is one of the key issues of the presidential campaign, be a decisive factor in the results of the 3 November elections.

By Jesus Castillo

curve

Dollar : less bang for your buck

The rapid decline of the dollar since the beginning of the summer of 2020 raises the question of whether it has entered a long correction phase. The Covid crisis has indeed accentuated the imbalances in the US economy.

Faced with the fall in the national savings rate, the sharp increases in the public and current account deficits, as well as in the Fed's balance sheet, will make the dollar less attractive, all the more so as real long-term rates will remain durably negative.

In this new Cross Expertise, we analyse the potential impact of a dollar correction of around 20% on global growth and certain asset classes.

 

 

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China's regained charm for foreign investors can coexist with the reshuffling of global value chains

China’s foreign direct investment (FDI) has been under the spotlight for a long time. Even before the US-China trade war, doubts were casted over the prospect for FDI as global manufacturers sought opportunities to not only circumvent the rising labor cost in China but also to diversify their outsourcing in a China-centric global supply chain. In fact, the utilized FDI steadily decreased from 2.4%of China’s GDP in 2008to only 1% in 2019.

By Alicia Garcia Guerrero

Podcasts Series

US Election :
What do the surveys say?
EP.1

US Election :
Un plan de relance indispensable
EP.2

US Election Special - Election Update & Market uncertainty, by Troy Ludtka - EP.3

Is green in the pipeline? Sensing gas’ potential contribution to climate change mitigation

women with her screen

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