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 [...]
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 [...]
31 August 2020 The Republican and Democratic conventions are over, and the US election campaign will shift into high gear. Surely, climate change will be one of the most important topics for the US electorate to consider. Democratic candidate Joe Biden wants America to become net-carbon neutral by 2050, and to eliminate the use of [...]
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 [...]