Tag: infrastructure

Climate Change: An Investor Tool Box

14 June 2020 The Covid pandemic, understandably, has replaced the climate debate in the headlines. However, the impact of rising global temperatures will be the most important macro-issue facing investors in coming decades. Reflecting the topic's importance, ESG investing (emphasising environmental, social, and governance factors) has expanded significantly in recent years. Sadly, the ESG sector [...]

State Of the Union: Jam Today, Cuts Tomorrow

23 January 2018 On 30 January, President Trump will deliver his first State of the Union speech.  To be sure, the state of the US economy is healthy  (I will leave it to others to assess the state of the Union). Indeed, GDP has  advanced at over a 3% clip during the past nine months.  [...]