For financial markets, understanding the medical response is a precondition to understanding how the virus and the economic impact will unfold. To help us through these steps we have spent time with Professor Gerry Graham who is one of our expert advisors in the area of biological sciences.
Policymakers worldwide are tackling climate change through regulation and taxation. Typically, these policies have imposed costs on the users of carbon. An alternative approach is possible and in Europe the regulators will impose significant costs on the producers of cars rather than on drivers.
It has been over 60 years since James Watson and Francis Crick discovered the structure of DNA, the precious molecule that contains our genetic code, and a tremendous amount of progress has been made since then in our understanding of how our cells operate, communicate with each other, pass on traits to future generations, and even how they get sick.
Telecoms are generally assumed to offer investors cash-flow stability and good dividends, which stand out as havens when markets are expensive or becoming more volatile. These shareholder priorities can, over the short term at least, oppose the ongoing need to invest in the future of the business.
It is generally accepted that lithium demand will grow significantly over the next 10 years, driven by both increased penetration of electric vehicles (EVs) and increased storage capacity from renewable energy. A fairly natural outcome has followed on from this, in that, as the full scale of potential future lithium demand has emerged the valuations of lithium-producing companies appear to be on an ever-increasing trajectory.
