More than a year into the COVID-19 public health crisis, it is clear that while lifestyle disruptions were universal, the economic upheavals caused by the virus fell largely on the less financially secure members of society. Anyone unable to work remotely has faced rising odds of layoffs or reduced hours, particularly in lower paying service jobs deemed “non-essential” by authorities.
Recent Insights
Country Indices Flash Report – November 2024
Donald Trump won the electoral college and popular vote on November 5th to regain the U.S. presidency in January. Republicans also gained a Senate majority and held control of the House. Trump has rapidly announced loyal supporters as Cabinet picks. Markets echoed November 2016: a strong dollar, U.S. equity outperformance, and small cap/value stocks outperforming large cap/growth.
November 29, 2024
Country Indices Flash Report – October 2024
Japan’s ruling LDP-Komeito coalition lost its parliamentary majority in a snap general election. Chosen as party leader just weeks ago, PM Ishiba must cobble together support from other parties to avoid losing his job in record time.
October 31, 2024
Nuclear Energy Issue Brief
As climate change threatens the natural world and the viability of the capital markets, the tone around nuclear energy has started to change. It has even garnered bipartisan and Wall Street support, shifting investors’ attention towards this sector.
So, does nuclear energy provide a low-emissions solution to rapidly rising energy demands? Or does it distract investors from the stronger opportunities in renewables?
October 24, 2024
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