Xavier Hovasse, head of emerging market equities and fund manager at Carmignac, dives into emerging market equities - ESG
With CPI soaring to four-decade highs, G10 central banks have been struggling to regain their inflation-busting credibility that is being ridiculed by persistently higher data, and which has forced them to throw “transitory” out the window.
Japan’s advanced coal technologies are cost-prohibitive and do not align with the country’s net-zero pledge, writes Jacqueline Tao, Analyst at TransitionZero
In 2021, ThomasLloyd introduced the concept of the “Carbon Cost of GDP”; the amount of CO2 which is emitted for every trillion dollars of Gross Domestic Product.
Move towards more value- and cyclically-oriented stocks
China has introduced digital currency to the Winter Olympics
Expect governments to be more interventionist and less accepting of large mergers, says Capital Group’s Martyn Hole