Research

Leave a comment Marley and ESG: a brief history Leave a comment

Marley and ESG: a brief history

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We’ve been writing on Environmental, Social and Governance (ESG) over the last year, with ESG Supercharged by government spending, Why ESG Now?, EU Carbon Plan and Fastest Growing Investment Theme. All of the work we

Leave a comment Q4 DC outlook: unsavory market leftovers Leave a comment

Q4 DC outlook: unsavory market leftovers

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This has been a week of political discovery for the markets and the economy. Three major events occurred. Democrats and Republicans moved to keep the government funded until December 3rd. A House vote attempt on

Leave a comment Supply Chains: why the mess and when will it end? Leave a comment

Supply Chains: why the mess and when will it end?

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“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply chain challenges that we’ve ever experienced in the life of Tesla

Leave a comment ESG Supercharged: $235B and $835B on clean energy & social safety net Leave a comment
Leave a comment Why ESG Now? Leave a comment

Why ESG Now?

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As the torrent of money into ESG vehicles continues to flow, the question running through many people’s minds is “why now?” To me, there are three major factors driving the interest. First, COVID and climate

Leave a comment US Delta Surge Peak: mid-September Leave a comment

US Delta Surge Peak: mid-September

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There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, China (selective provinces/ports) and Hawaii are prime examples of governments moving

Leave a comment Home Prices and Rent: a rapid price recovery Leave a comment

Home Prices and Rent: a rapid price recovery

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Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect this to faith and show how it can provide strength to

Leave a comment What McDonald’s can tell us about the labor shortage Leave a comment

What McDonald’s can tell us about the labor shortage

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The US releases its monthly unemployment rate and non-farm payroll data on Friday. The charts below show the rapid recovery in jobs since the reopening as over 14.7m jobs have been created. Yet, the country

Leave a comment The Big Infrastructure Bills: even larger than you think Leave a comment

The Big Infrastructure Bills: even larger than you think

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For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer out an infrastructure deal. This initial $1.2T bipartisan deal will set

Leave a comment EU Carbon Plan and US Infrastructure: tied at the border? Leave a comment

EU Carbon Plan and US Infrastructure: tied at the border?

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Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU sector. The plan also has implications for the world including the