Category Climate Change

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!  

Big Shifts last week set to dominate markets long term

Last week saw a succession of fundamental shifts in how the global economy is working: inflation, China’s reopening, western politics, crypto, Climate Change, Tech stocks, and in Ukraine. These all have significant potential market implications.

The Geopolitical No-See-Um threat posed by Chips may be less than that posed by Trump.

Chips are a critical component of global supply chains – there are significant geopolitical risks inherent in the concentration of semi-conductor production in Taiwan. However, an even bigger geopolitical risk may have been triggered by the FBI raiding Trump’s lair in Mar-a-Lago.