Covid Second Wave: Bracing For a Long Winter

22 October 2020 The long-anticipated Covid second wave is here (third wave in the USA). Experts project, correctly I suspect, that as winter arrives and activity heads indoors, the rate of infection will accelerate significantly further. In the United States, for example, I would not be surprised if daily new cases rise from 50,000 to [...]

Europe: Will Second Wave Derail Recovery?

12 October 2020After Europe's devastasting Coronavirus outbreak in early 2020, painful measures succeeded in suppressing the spread of Covid-19 during the summer. As health experts warned, however, social lockdown is only akin to hitting the pause button; buying time to allow more sustainable mitigation to be put in place. Unfortunately, as lockdown measures were eased [...]

Post Covid: Crucial Decade for Climate Change

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 [...]

Covid Strategy: Mind the Gap!

10 May 2020 Every day one hears the grim news regarding the global economic outlook. Nevertheless, financial markets continue to rebound relentlessly. What's up? The markets are working through various phases in coming to grips with the Covid-19 emergency. In the first phase, investors panicked as the Coronavirus spread world-wide, lockdowns were intensified, and fears [...]