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Biden win more favourable for markets
A Joe Biden win in the October presidential election in the United States could be more accommodating to financial markets in the longer term despite a likely negative initial reaction, according to Ray Dalio, co-CIO and founder of Bridgewater Associates.
COVID-induced economic uncertainty
This paper identifies three indicators – stock market volatility, newspaper-based economic uncertainty, and subjective uncertainty in business expectation surveys – that provide real-time forward-looking uncertainty measures and illustrate how they can be used to assess the macroeconomic impact of the COVID-19 crisis. It implies a year-on-year contraction in US real GDP of nearly 11 per cent as of 2020 Q4
How to green the recovery: OECD
Shardul Agrawala, head, environment and economy integration division at the OECD laid out the challenges and opportunities for governments to build back better. He highlighted the industries and that may undergo transformation and the underlying market failures that need fixing.
What covid-19 means for climate change
In this quarter’s infographic Schroder’s focus on what Covid-19 means for climate change and the impact of the pandemic on the food industry.
Sustainability articles from Schroders
Latest sustainability articles from Schroders.
Climate change and Covid 19 lead stewardship report
The introduction of climate-related investment products, a string of engagement successes, and Robeco’s response to Covid-19 are among the topics discussed in the annual report.
Fundamentals tilt in favour of emerging markets
Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.
Recommendations of the Task Force on Climate-related Financial Disclosures
Recognizing that climate-related financial reporting is still evolving, the Task Force’s recommendations provide a foundation to improve investors’ and others’ ability to appropriately assess and price climate-related risk and opportunities.
Less globalisation, more multilateralism
While some degree of deglobalisation may be desirable today, this process also carries grave risks, from skyrocketing production costs to geopolitical conflict. The only way to mitigate those risks is through enhanced multilateral cooperation.
Sustainability Digital – Sept 2020