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NZAC
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Weekly Report: what happened at NZAC last week (0318-0322)?
Weekly Report · 4d ago
Weekly Report: what happened at NZAC last week (0311-0315)?
Weekly Report · 03/18 09:36
Weekly Report: what happened at NZAC last week (0304-0308)?
Weekly Report · 03/11 09:35
Deeper dive into the SEC's new climate disclosure rules
The SEC has adopted new rules that will require companies to disclose climate-related risks in their financial statements and annual reports. The new rules are related to how companies contribute to climate change. Nearly half of all public U.S. Companies will be required to report on the issue. The SEC's new climate disclosure rules have been controversial.
Seeking Alpha · 03/07 11:20
Weekly Report: what happened at NZAC last week (0226-0301)?
Weekly Report · 03/04 09:36
Weekly Report: what happened at NZAC last week (0219-0223)?
Weekly Report · 02/26 09:39
Consider This: Canals Are Becoming Chokepoints
International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.
Seeking Alpha · 02/21 21:55
Weekly Report: what happened at NZAC last week (0212-0216)?
Weekly Report · 02/19 09:40
Systematic Equity Outlook: Victory Not Yet Secured
Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.
Seeking Alpha · 02/18 03:19
Climate-Focused Investing: Two Approaches For Equity Portfolios
Seeking Alpha · 02/14 13:05
Weekly Report: what happened at NZAC last week (0205-0209)?
Weekly Report · 02/12 09:36
Weekly Report: what happened at NZAC last week (0129-0202)?
Weekly Report · 02/05 09:39
Basel III Endgame: A Challenge For Climate Transition
High capital requirements may reduce the role banks play in the climate transition movement. Basel III Endgame is a critical topic that has dominated conversations among banks. The proposal would bring significant changes to how U.S. Banks price risk. The risk weighting for tax equity investments is set to soar from 100% to 400%.
Seeking Alpha · 02/03 14:18
Weekly Report: what happened at NZAC last week (0122-0126)?
Weekly Report · 01/29 09:36
Weekly Report: what happened at NZAC last week (0115-0119)?
Weekly Report · 01/22 09:37
Multi-Asset Investing In A Post-Peak Rate Climate
Investors should be ready to adapt to either a recession or growth climate. Research shows that rate-cut periods leading up to recessions have been the most challenging. An easing cycle in a growing economy has historically pushed most asset classes higher. Bonds have historically tended to improve relatively quickly once interest rates peak.
Seeking Alpha · 01/19 06:45
The Weather Is Changing For Climate-Focused Investors
Climate-focused investment is taking advantage of those opportunities. The US has increased investments in renewables, solar and wind, with the aim of reducing carbon emissions by up to 40%. Investing in companies that provide solutions to climate challenges should see strong tailwinds in the years ahead.
Seeking Alpha · 01/15 18:25
Weekly Report: what happened at NZAC last week (0108-0112)?
Weekly Report · 01/15 09:36
Weekly Report: what happened at NZAC last week (0101-0105)?
Weekly Report · 01/08 09:37
Weekly Report: what happened at NZAC last week (1225-1229)?
Weekly Report · 01/01 09:36
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