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Stephen Beer
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Shareholder resolutions have their place
Blackrock announced it is likely to support proportionately fewer resolutions on climate change this year. Makes sense but resolutions can change companies.
Shareholder resolutions have their place
Blackrock announced it is likely to support proportionately fewer resolutions on climate change this year. Makes sense but resolutions can change companies.
Why defence procurement belongs outside the MoD
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.
Inflation and interest rates: can we curb the cost of living without a recession?
Not an easy task given uncertainties, especially if energy and commodity prices do fall later in the year. Ultimately, radical economic reform required.
Keeping faith with ESG principles is hard to do
My letter in the Financial Times on ESG, ethics, and activist investing.
The shock of war: inflation and central banks
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.
More defence spending, but not like this
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.
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