Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is ...
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November 19, 2021
Executive Summary: Over 200 countries attended COP26 to review previous pledges and set a new path forward to limit climate change and global warming. ...
November 8, 2021
Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source ...
November 4, 2021
The COVID shutdown and reopening created extraordinary volatility in the global economy and financial markets. Many parts of the world, especially developing countries, ...
October 28, 2021
There is strong forward momentum to pass a significantly scaled down version of the Build Back Better Act (BBBA) social spending bill. The White ...
October 21, 2021
As the world gets ready for COP26, it is a great time to review the Biden administration’s policies on climate change and know what ...
October 8, 2021
We’ve been writing on Environmental, Social and Governance (ESG) over the last year, with ESG Supercharged by government spending, Why ESG Now?, EU Carbon ...
October 1, 2021
This has been a week of political discovery for the markets and the economy. Three major events occurred. Democrats and Republicans moved to keep ...
September 23, 2021
“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply ...
September 13, 2021
ESG remains one of the hottest investment themes over the last 10-years but has truly picked up pace since President Biden came to power. ...
September 2, 2021
As the torrent of money into ESG vehicles continues to flow, the question running through many people’s minds is “why now?” To me, there ...
August 19, 2021
There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, ...
