Our investment thesis since early 2022 has been that the Federal Reserve will continue to raise rates and keep them at a high level until either inflation returns to target or “something breaks” in the form of a major financial crisis. The failures of regional banks Silvergate, Silicon Valley Bank (SVB) and Signature Bank earlier…
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The Great Repricing: Financial Advice in the Age of Climate Change Speakers Include
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Evidence of climate change has been growing for decades, but as physical risks manifest with more frequency and potency, the markets are fast waking up to a vastly different future. Climate change will affect all regions, sectors, and industries, albeit to varying degrees and in diverse ways. “Yet, it is still not widely considered to…
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