Blog

A dry month for the markets It’s fair to say that the first few weeks of 2022 have seen a lot of change in the markets. Rising inflation across major economies means that central banks are expected to raise interest rates soon, and the markets have responded accordingly – docking the value of long-term bonds […]

Dealing with the spectre of inflation As the world recovers further from the COVID 19 pandemic, we expect global GDP to grow in 2022. In fact, the world’s largest economies should exceed long-term GDP forecasts, with the US, EEZ, and China expected to grow by 4%, 4.3% and 5.1% respectively. However, 2022’s big elephant in […]

Will 2022 play good COP to 2021’s bad COP? Despite its many shortcomings, COP26 was at least a partial success. The Glasgow Pact strengthened loss and damage finance and committed to double adaptation finance for developing countries, as well as reducing greenhouse gas emissions with more ambitious Nationally Determined Contributions1 from many countries. Yet assuming […]

Every three months, and over the course of about four weeks, listed companies release their quarterly results. These help financial analysts and portfolio managers assess if a company is delivering as expected, then work out if it’s still on track. As specialist climate investment professionals, we couldn’t help but notice the usual suspects’ relative weakness […]

Hopes and dreams partially shattered Over the last 2 weeks, our investment team has shared their views on what was at stake, what we thought was achievable, and what we hoped would be achieved. Surely, our readers must have felt growing frustration with the Glasgow show where self-appointed saviours of the world and their useless […]

By Marie Allen, Clim8 Investment Team It’s been a busy week in Glasgow, where I was in the Green Zone. This zone was a side event hosted by the UNFCCC, across the river from the Blue Zone where the negotiations were happening. The idea behind it was a place “where the public, civil society, Indigenous […]