24 February 2023 The end of China's lockdown, signs global inflation is peaking, and the slower pace of US interest rate hikes have led investors to embrace the prospect of an economic "soft landing". Financial market optimism has been particularly evident in Europe. Indeed, collapsing natural gas prices have led to a 10% rally in [...]
14 June 2020 The Covid pandemic, understandably, has replaced the climate debate in the headlines. However, the impact of rising global temperatures will be the most important macro-issue facing investors in coming decades. Reflecting the topic's importance, ESG investing (emphasising environmental, social, and governance factors) has expanded significantly in recent years. Sadly, the ESG sector [...]
3 June 2020 In my last blog Post-Covid: Crucial Decade for Climate Change, I suggested that in the post-Covid period, Climate Change would reassert itself as the most important macro-issue. And, if the world is to have any chance of attaining the objectives of the Paris Climate Accord, dramatic reductions in the level of carbon [...]
26 May 2020 The climate debate has fallen from the headlines: collateral damage of the Coronavirus outbreak. The focus on the Covid-19 pandemic, of course, is understandable. However, the need for urgent action aimed at achieving the carbon dioxide emmission reduction goals established in Paris in 2015 has not gone away. Indeed, there lessons from [...]