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Blackrock announced it is likely to support proportionately fewer resolutions on climate change this year. Makes sense but resolutions can change companies.
Blackrock announced it is likely to support proportionately fewer resolutions on climate change this year. Makes sense but resolutions can change companies.
We need to do more on defence but billions are wasted despite numerous reports detailing the errors. It doesn't make sense to carry on regardless - let's learn from the past and take radical action.
Not an easy task given uncertainties, especially if energy and commodity prices do fall later in the year. Ultimately, radical economic reform required.
My letter in the Financial Times on ESG, ethics, and activist investing.
Central banks are struggling to head off general inflation while dealing with price shocks that will be negative for growth. They waited too long, which has made their tasks more difficult.
We need to spend more on defence, but so much time and money is wasted on procurement, as the latest report into 'Ajax' vehicles shows.