Seaspiracy is a shocking, flawed, yet critical film. It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and environmental degredation. It should provide a much-needed kick up the a**e to box-ticking ESG investment stupidity.
Demand for the EU’s Social Bond deal was strong as ESG funds scramble to find qualifying assets, but just how much ESG is enough? Has ESG got overly Woke?
Seven factors to understand the market shift that’s roiling markets; bond yields and inflation, distortion, recovery, leverage, tech vs reality, exuberance, and value.
