JPMorgan recently released a report titled, Building Resilience Through Climate Adaptation. The report notes that many climate investors are disproportionately focused on mitigation, which typically takes the form of emissions-cutting technologies and accounts for more… Read more »
Much of the first quarter of 2025 has been dominated by global politics, tariffs, macroeconomic uncertainty, and the latest breakthroughs in artificial intelligence. But amid the noise, one critical lens has noticeably dimmed: climate and… Read more »
In a market environment this volatile, what’s written in ink today may be obsolete by tomorrow. Policy headlines are whiplash-inducing, and a list of potential catalysts—tariff retaliation, surprise Fed moves, tax legislation drama, a record… Read more »
The Trump administration has begun executing on what it calls the “3-3-3+” economic plan, a blend of fiscal, monetary, and trade policies designed to fundamentally reshape America’s economic trajectory by 2028. Proposed originally by Treasury… Read more »
Several weeks ago, Jeff spoke about the Allianz Risk Barometer and its top 10 risks for 2025, with the number 2, 3, and 5 spots attributed to business interruption, natural catastrophes, and climate change, respectively…. Read more »
Capital flows into water tech hit a record in 2024, with $1.16BN of equity investments. This is encouraging given water’s criticality to economic growth, but pretty low given the U.S. was behind by $91B in 2024 alone for… Read more »
The recent Los Angeles wildfires have had a significant impact on the $4T dollar municipal bond market. According to VanEck, approximately $70B dollars of this market was exposed to the wildfires at the end of… Read more »
Natural catastrophes caused global insured losses of $154 billion in 2024, a number that’s 27% above the 10-year average, while the California fires of 2025 have projected losses between $28 to $45 billion. As the… Read more »
“There are very few times that I see a topic and I think, this is unbelievable. It’s a hugely investible idea, great returns, and [almost] no one is focused on it. No one is putting… Read more »
The Allianz Risk Barometer tracks the most important corporate concerns for the year ahead, as voted for by 3,700+ risk management experts from 106 countries and territories. After the top concern of cyber security, the number 2, 3,… Read more »