Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
An update from the front lines of the Trade War, with a focus on implications for investors.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
Long-Term Capital Market Assumptions Executive Summary