- Stakeholders in the Just Transition - N°2 Consumers
Stakeholders in the Just Transition - N°2 Consumers
Thursday 10 June 2021
Research / Market
The objective of a “just transition” was included in the 2015 Paris Agreement on climate change. It aims to make the transition to low-carbon economies fair to all stakeholders: workers, consumers, local communities, and society at large.
While workers are generally at the heart of just transition debates, consumers have often been overlooked in discussions around the just transition. Nonetheless, this dimension will be key to consider if the transition is to embark all actors and leave no one behind. Indeed, the transition to more sustainable systems will only be feasible if governments and businesses seek to mitigate social inequality and increase access to cleaner goods and services...
ECB QE Monitor - June 2021
The Eurosystem started its QE in March 2015.
Shifts & Narratives #7 - Opening the Pandora’s box of social risks: Consequences for investors
The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown the tragic effects, from an economic and societal perspective, that systemic shocks can have on unequal, non-resilient societies.
The inflation moment - Strategies to protect portfolios from inflation risk
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures. This will come at the same time as a super-sized US fiscal stimulus, supply chain bottlenecks, pent-up demand and savings, and upward pressure on wages.