Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
Policy risk has gained focus more recently as climate change-related laws and regulations emerge globally.
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
Listen to previous series on a variety of investment topics, asset classes and current themes
Explore our latest thinking on recent world and market developments.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.