2 November 2017 Despite the flare up of dangerous geopolitical risks, Asian assets have performed exceptionally well in 2017. Indeed, after years of underperformance, the 28% gain in Asian equity markets is twice that of the S&P500. Likewise, shrugging off initial concerns after last year’s US election, most of the region’s currencies have appreciated handsomely … Continue reading Asia: Coping With Trump, China, and the Fed
22 October 2017 Investors appear convinced that stimulative G-7 monetary policies lie behind the markets’ record-setting performance. To be sure, that was the case between 2009 and 2015. During the past three years, however, I believe the impact of monetary policy has been quite neutral, the key driver of markets more recently has shifted from … Continue reading Do Markets Believe Central Banks?
The Intergovernmental Panel on Climate Change produced this seminal primer on the role alternative sources of energy can play in mitigating the human impact on climate change. The only place to start on this important topic. IPCC Renewables2
Climate Change Implication for Buildings Buildings are major users of energy; consequently, they produce considerable greenhouse gases. New design innovations wll be needed. As buildings last for decades, action is needed now. Read more.....