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 »
News + Insights
JPMorgan Touts Huge Returns Around Climate Adaptation
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 »
Q2 2025 Commentary: Investing at +1.5° C
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 »
Q2 2025 Market Outlook Webinar: Wednesday April 30th @ 2:00 – 3:00 PM ET – Beyond Tariffs: Volatility, Policy Shocks, and Climate Alpha
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 »
Tariffs and Market Volatility
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 »
The World Economic Forum Global Risks Report 2025
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 »
Investing in Water
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 »
Climate Risk and the Muni Bond Market
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 »
How the Growing Insurance Crisis Affects Capital Markets
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 »
Jefferies on Climate Adaptation and Resilience
“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 »