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...Issuances of green, social, sustainability, and sustainability-linked bonds, also known as GSSSB, are expected to reach more than $1tn in 2024, according to S&P Global....
...Last year was the weakest for net inflows since 2019, when interest in green investments intensified. At least one climate-focused investor is forging ahead....
...The head of F1’s governing body told the FT last week it was “damaging the sport”....
...Speaking at the CERAWeek energy conference in Houston yesterday, Saudi Aramco chief executive Amin Nasser said the energy transition was “visibly failing on most fronts”, according to S&P....
...Green energy investment trusts face investor votes on whether they should continue trading as a prolonged slump in share prices hampers access to capital and presents challenges for the green transition....
...(Bond Vigilantes) — Why private investment isn’t driving a rapid green transition (Jacobin) — The Dream of the 90’s, Part III: Boom Goes the Fixed Investment (Employ America) — The science of happiness...
...The chart below from Goldman nicely illustrates, with actual results in light blue and prior estimates in dark green: Binky Chadha of Deutsche Bank has recently put out a more optimistic S&P earnings forecast...
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...But it lags far behind the US, where S&P 500 company chiefs earned on average $16.7mn (then £13.6mn) in 2022....
...Getting to Plan B is the title of a business book written by Randy Komisar, an entrepreneur, and John Mullins, an associate professor of management practice at London Business School....
...In 2019, following a wave of green sentiment, the EU set out one of the world’s most ambitious climate policies with its Green Deal climate law....
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
...“Most of the new demand growth will be met by carbon-free generation resources,” said Xizhou Zhou, head of power and renewables at S&P....
...Have they changed for good(s)? When lockdowns shuttered restaurants and hobbled travel, the switch in spending towards things made sense....
...to “support the green transition”....
...Kerry as ‘green Kissinger’?...
...Songs move between different styles, from Randy Newman-inspired tear-jerker “Playing for Time” to “Road to Joy”, an enjoyable retread of 1986’s “Sledgehammer”....
...As the chart below shows, throughout 2021 US liquidity and the S&P 500 marched up in lockstep (green and light blue lines)....
...MIRANDA GREEN: --the voter ID change, the electoral commission said that in 2023's local elections, 14,000 people could have been stopped from exercising a vote they wanted to....
...A survey by S&P Global Mobility showed that about 45 per cent of consumers across countries cited concerns over the availability of charging stations, and the time required for charging, as reasons for not...
...BHP, Rio Tinto, Glencore, Anglo American and Vale have an average price to forward earnings ratio of 8.5 times versus 18.5 for the S&P 500, according to S&P Capital IQ and Refinitiv....
...Green and Hand make two main objections. First, they tried McKinsey’s statistical approach on S&P 500 companies, and found no significant relationship. Second, they fault McKinsey’s methodology....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...The bond’s guaranteed principal payment is expected to be AAA-rated by S&P, according to the World Bank. The bond will be listed on the Luxembourg Stock Exchange....
...MSCI Europe’s forward price/earnings ratio has increased from just under 12 times at October 2023’s market lows to about 13.5 times today....
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