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Category: Charts & Data Highlights

Productive Policies

UK productivity has flatlined since 2008 while US output surged, underlining the need for investment,…

Seventh Time Lucky?

UK political turnover reflects rising debt and persistent deficits, with growth-led reform seen as key…

Room for Two

Despite renewable growth, coal still tops 50% of China's energy. Fossil fuels will remain a…

Cost Cuts

Lithium prices fell sharply from 2023–25, driving EV adoption. Supply constraints have since pushed battery…

An Electric Trend

China's electricity production since 2000 reveals a structural rise in demand driven by a large,…

Secure Transition

Why geopolitics is driving the energy transition and why clean energy has outperformed oil stocks…

Bonds Behaving...Well

Stable yields and credit spreads signal healthy liquidity, reducing the risk of a major equity…

Potential Earnings

Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…