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Climate change and corporates: Past the tipping point with customers and stockmarkets

More documents from Jim Reid

50 Documents
September 16, 2020
3
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [more]
May 13, 2020
8
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates. [more]
May 13, 2020
10
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them. [more]
January 27, 2020
12
This piece is the third in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound. [more]
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