ESG investing
The Halloween Indicator: What a Local Costume Swap Reveals About the Future of Finance and the Economy
A local costume swap reveals deep insights into consumer behavior, the circular economy, and the disruptive potential of fintech and blockchain for investors.
From Dining Table to Global Impact: The Multi-Trillion Dollar Investment Case for a Microplastic Solution
An engineer’s invention to fight microplastics, born on a dining table, signals a multi-trillion-dollar investment opportunity in sustainable technology.
Beyond Green vs. Brown: Why Europe’s Decarbonization Strategy Needs a Financial Rethink
The EU’s green vs. brown investment strategy may be flawed. A pragmatic, market-based approach focused on financing the “transition” is crucial.
The Green Steel Shockwave: Is Australia’s $160bn Iron Ore Empire Facing a ‘Freight Train’ of Change?
Australia’s iron ore dominance is facing a ‘freight train’ of change from the green steel revolution and a massive new high-grade mine in Africa.
The Hidden Tax on Japan’s Economy: Why Workplace “Pawahara” Is a Critical Risk for Investors
A Japanese firm’s new catalogue of workplace microaggressions signals a major cultural shift with profound implications for Japan’s economy and investors.
Grounded Ambitions: Reassessing the Financial Viability of Airport Expansion in a Climate-Conscious Economy
A UK MPs’ report on airport expansion signals a major shift. Climate risk is no longer just an environmental issue; it’s a core financial concern.
The Trillion-Dollar Legacy: How Climate Policy is Reshaping Finance and the Global Economy
A president’s legacy is measured in economic terms. Climate policy inaction could be the most destructive financial legacy of our time.
From Sand to Gold: The Agri-Tech Revolution and the New Investment Frontier
Discover how an agri-tech firm is transforming the desert, creating a new investment frontier at the intersection of biology, finance, and technology.
Forging the Future: Is H2 Green Steel’s $6.5bn Bet the New Blueprint for Green Industrial Investing?
H2 Green Steel’s $6.5bn funding for its green steel plant isn’t a tech gamble but a de-risked industrial project, avoiding the “Northvolt curse.”
The Green Paradox: Uncovering the Dirty Secret of Clean Energy Investing
The clean energy revolution has a dirty secret: its massive dependence on mining. This post explores the financial and environmental paradox of the green transition.
The Ultimate Risk Analyst: What Investors Can Learn from War Photographer Lynsey Addario
A war photographer’s work offers profound lessons on risk, ESG, and the value of “ground truth” for investors and business leaders in a complex global economy.
The New Witches of Wall Street: How Disruption is Rewriting the Rules of Finance
A new era is dawning in finance. Discover how fintech, blockchain, and new investment philosophies are disrupting the old guard of Wall Street.