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Wall Street Journal (May 24)

2022/ 05/ 25 by jd in Global News

A “candid presentation” last week on “Why investors need not worry about climate risk” created an uproar, for which Stuart Kirk has been suspended as HSBC’s global head of responsible investing. At the WSJ, “we understand why banking regulators and businesses that hope to make money off the coming tidal wave of climate regulation might be offended by his truth-telling. But he merely said what many in his industry believe but are too timid to say: Climate change poses a negligible risk to the global economy and bank balance sheets.”

 

Investment Week (April 13)

2022/ 04/ 15 by jd in Global News

“2021 was a stand-out year for environmental finance, as COP26, a new US administration, and rapid growth in industry collaboration drove climate action and commitments across businesses and the asset management industry.” Morningstar found that “the number of mutual funds and exchange-traded funds (ETFs) with a climate-focused mandate grew to 860 at the end of last year… and assets in the space doubled to $408bn.”

 

Wall Street Journal (February 1)

2022/ 02/ 02 by jd in Global News

“Despite record-high case numbers, the U.K. and other governments across Europe responded to Omicron with lighter restrictions than any previous wave of the virus, allowing businesses to remain open.” Moreover, individuals and businesses have “adapted to restrictions, minimizing the effects.” As a result, economic growth in Europe has slowed far less than during previous surges.

 

Wall Street Journal (December 23)

2021/ 12/ 25 by jd in Global News

“Businesses, schools, hospitals and governments are preparing for a new year with a sense of déjà vu, as the spread of Covid-19’s Omicron variant brings a familiar challenge: how best to navigate another surge. This time, they’re hopeful they can stay open and operating.”

 

Wall Street Journal (September 26)

2021/ 09/ 28 by jd in Global News

“The American supply chain has so far failed to adapt to the crush of imports as businesses rush to restock pandemic-depleted inventories.” At the ports of Los Angeles and Long Beach, two major shipping gateways, *more than 60 ships are lined up to dock, with waiting times stretching to three weeks.” The obvious fix, switching to 24/7 operations, remains problematic due to a shortage of trucks, storage and workers.

 

The Week (May 23)

2021/ 05/ 25 by jd in Global News

In April, the Consumer Price Index (CPI) rose more sharply than it has in 13 years, “putting data behind the warnings that many economists and businesses have been issuing for weeks.” Inflation is dramatically here. “The question is how long it will stay.” The increase may stem from random coincidences (like a pipeline shut down and insufficient chip supply) or they could be transient symptoms of economic rebooting. But the upward swing might also prove harbinger of runaway inflation to come.

 

Bloomberg (May 21)

2021/ 05/ 23 by jd in Global News

“The world’s biggest businesses were doing fine until Covid-19 arrived. Now they’re doing even better. The top 50 companies by value added $4.5 trillion of stock market capitalization in 2020, taking their combined worth to about 28% of global gross domestic product. Three decades ago the equivalent figure was less than 5%.”

 

New York Times (April 7)

2021/ 04/ 08 by jd in Global News

“Businesses and universities want fast, easy ways to see if students and customers are vaccinated, but conservative politicians have turned ‘vaccine passports’ into a cultural flash point.”

 

Wall Street Journal (February 5)

2021/ 02/ 07 by jd in Global News

“Basing eligibility in stages from oldest to youngest from now on is simple, scientific and fair. As supply increases, this will be the fastest way to inoculate the most people, reduce demands on the health-care system, and allow more businesses to reopen. Interest groups will complain, but the public will understand and politicians won’t take the inevitable grief for favoritism.”

 

WARC (September 28)

2020/ 09/ 29 by jd in Global News

“COVID-19 and recession mean the next 18-24 months will be a difficult time in which resilience planning will be essential for businesses everywhere.” Corporate strategies will need to align with the five “consumer sentiments that will be uppermost in a changed world,” namely: Financial Anxiety, Health Concerns, Loneliness Syndrome, Quest for Truth and Safety Fears.

 

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