Why aren’t the municipal bond markets pricing in climate risk? Jeff recently sat down at the NYSE with Tom Doe, CEO of Municipal Market Analytics, an independent research firm providing strategic analysis and insights on… Read more »
As another follow up to our recent post, J.P. Morgan Touts Huge Returns Around Climate Adaptation, Jeff recently sat down at the NYSE to speak with Dr. Prad Parhi, Executive Director, Commercial and Investment Bank… Read more »
In step with our last blog post, JP Morgan Touts Huge Returns Around Climate Adaptation, Singapore’s sovereign wealth fund, known as GIC Pte. (or the Government of Singapore Investment Corporation), has also co-authored a report… Read more »
J.P. Morgan 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… 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 »