Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
Corporate governance reforms in Japan have been led by the larger capitalised stocks, with smaller companies previously under "no pressure to do a better job".
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the biggest structural-growth opportunity in a generation.
Novozymes manufactures enzymes for a wide range of commercial applications, with one thing in common: they all contribute to decarbonisation, by improving yields, increasing energy efficiency or reducing...
There are three factors that account for much of the divergence between US and European economic performance in 2023, but they are unlikely to be repeated in 2024.
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles.