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Investment Management
The water constraint
Water is often treated as a public good. In many industries it is regarded as a free input with most large users paying far less than its true economic cost. But the real burden eventually falls back on...
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Investment Management
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events have multiplied sevenfold since the 1980s while the average death toll per event has risen fivefold....
Investment Management
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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