megatrends

 The United States adopted the Inflation Reduction Act this summer, a major climate and energy bill. Democrats are touting it as the law with the largest climate investments in the country's history. This law includes many distinct spending items and it is important to
analyze it in detail to appreciate the extent of progress.  

The oceans play a very big role in the global economy, given that more than 90% of global trade is transported by sea. Recent works have shown that tightening of environmental regulation of cargo ships can lead to spectacular gains in terms of public health.  In the years to come, additional efforts will be made to drastically reduce the sector's greenhouse gas emissions, very likely with the implementation of new technologies, such as the use of hydrogen.  

It is now well established that global warming increases the probability of violent flooding episodes. A recent study focusing on 9,500 cities in 175 countries measured the local economic impact of floods and shows that adaptation measures greatly mitigate this negative impact. The subject of adaptation and resilience to climate disasters will arise more and more and should take an increasingly important place in public policies.  

Everybody has the intuition that because of remote work, a certain number of people
have left the big cities to go live in smaller cities and that this has propelled housing prices out of the big cities. A recent study shows that this phenomenon may explain more than half of the increase of house prices over the past two years.  

Greenhouse gases emissions continue to rise but what do we really know about the distribution of emissions? A recent study shows that a small share of the world population is responsible for the bulk of emissions but the geographical breakdown is not necessarily obvious.   

Many countries or continents have made commitments to achieve net zero GHG emissions in 2050, 2060 or 2070. But what do we really know about the consequences it would have on the labor market? What will be the magnitude of the coming labor reallocation?  

More than 80% of trade in goods in volume is carried out by cargo. Maritime transport is therefore central for global trade but it encountered significant difficulties over the past 2 years (port congestion, longer travel times)… and this has disrupted supply chains and exacerbated inflationary pressures. The economic consequences are much more important than one might think at first sight.   

Erfahren sie mehr über mögliche Auswirkungen der Krise auf Geldanlagen und welche Faktoren Anleger nicht aus den Augen verlieren sollten. 

Unser Gast Dr. Henning Stein, Global Head of Thought Leadership & Market Strategy beantwortet unserem Gastgeber Florian Förster, Senior ETF Sales Manager Wealth Management Fragen rund um das Thema Anlagehorizont, kurz- und langfristige wirtschaftliche Trends und mögliche Chancen und Risiken die sich daraus ergeben können. 

Energy prices have risen very sharply recently, and even before Russia's invasion of Ukraine. We hear more and more about greenflation, fossilflation, climateflation, etc. We try to clarify these terms and see what they correspond to in practice, in order to get an idea of ​​the reaction of central banks. 

As plastic waste invades the planet (12 million metric tons are leaking into the oceans each year), 175 countries agreed at the beginning of March 2022 to initiate a round of negotiations in order to put in place a binding agreement to limit the proliferation of
plastics and micro-plastics before the end of 2024.  

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It has been largely documented that the share of transactions carried out online has sharply risen during the covid crisis. Recent research has shown that this surge had largely been transitory, except for some sectors for which digitization has been boosted persistently by the pandemic.   

In recent years, the acquisitions of GAFAM have regularly been in the news and got the
attention of political authorities. But they are clearly not the only ones to have been active in terms of M&A in the tech sector and the topic appears more complex than what some press articles suggest.