iClima Global Decarbonisation Enablers Index_March_28_2021iClima Earth is a London based green FinTech with a laser focus: the companies that can decarbonise the planet. In its debut index, the firm redefines climate change investments, shifting the narrative and shedding light on the companies whose products and services can enable CO2e avoidance. Moreover, the firm also innovates as it brings to market a tangible metric to assess relevance of a solution and its impact: Gigatons of CO2e potential avoided emissions per year.

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C8 Currency Compass – October 2024

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A strong start from Currency Compass last month, where we called for a 50bp Fed rate cut camp but noting our currency models point to EURUSD and GBPUSD weakness, so any bounce is a good opportunity to add EUR and GBP hedges.  Indeed it was, with EURUSD hitting 1.12 and GBPUSD 1.34 before falling back.  Stronger US data, in particular the employment report, helped cement this view, the chart below illustrates  how recent US data has pushed up the Atlanta Fed Q3 GDPNow forecast from 2% to above 3%. Read more →
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