Category Climate Change

Half Time Score – how is 2023 likely to shape up for markets?

Markets have been far more positive than expected in 2023 – thus far. There is still much uncertainty out there, but what is the market missing? I have two particular under-played threats to watch – corporate debt and social unrest.

The Best of Times and Worst of Times; The US, UK and Climate Threats

The widening gulf in the outlook for the US and UK economies is stark. UK housing and the mortgage markets are a rising threat – but maybe we are looking at the all the wrong things as the Climate Crisis (oh, yes, remember that) comes back into focus.

It’s not over till it’s over, and it’s not over yet…

The immediate debt ceiling crisis has passed, but it’s not the end of the rolling uncertainty that characterises current markets. The pressures and tensions fuelling political division and driving maket uncertainty are set to increase rather than moderate.

The Politics of Climate Change: Pragmatism, Virtue Signalling and Opportunism

West Cumbria Mining has upset the Green Lobby, but it’s a triumph of pragmatism over virtue signalling. We should be more concerned at the implications of US Fund Vanguard pulling out of an asset management alliance focused on slashing emissions. However, the reality is the Global Economy is poised for growth driven by climate change mitigation and renewable energy!