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Climate change and corporates: Past the tipping point with customers and stockmarkets

September 18, 2019
Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. This report argues the opposite using evidence from both the stockmarket and our own primary research into the unexpected shift in customer purchase habits over the last 12 months. [more]

More documents from Luke Templeman

57 (37-48)
January 17, 2019
42
Many investors think of themselves as apolitical, however, recent market turbulence has reinforced just how much politics can affect business and finance. This issue of Konzept offers incisive opinion on some pressing political issues, including the trade war between China and the US, next year’s US presidential election, European populism, technology regulation, Brexit, and more. We also examine how the latest developments in artificial intelligence and machine learning are helping investors forecast the market impact of political events. [more]
October 4, 2018
48
Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake. [more]
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