US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
Climate change has started to significantly affect many firms, but properly quantifying firm-level exposure to climate change risks and opportunities is a challenge for investors, regulators and policy makers.
William Nordhaus favors a carbon tax to slow climate change but his own model shows that the UN’s target would make humanity poorer than doing nothing at all about climate change.
William Nordhaus favors a carbon tax to slow climate change but his own model shows that the UN’s target would make humanity poorer than doing nothing at all about climate change.
If we really want to reform capitalism, then impact investing as it is traditionally conceived will not be enough.
The impact investing movement has overcome many challenges, however more obstacles lie ahead even as there is untapped potential for growth.
How operating with an impact objective can add financial value for investors.
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FIS 2026 at Harvard University