We need water. We need oxygen. We need win-win markets.
Not a day has gone by in the history of humanity where we did not need each other. Capitalism is not an ideology – it is a system. And while it possesses the potential for humans creating win-win transactions among each other, then systems can be flawed. We need to mend and transform the system, but we cannot do it alone. Whether we call it humanistic capitalism or win-win markets, what matters is that we start to use the strength of the system to make the best possible impact on the most important thing we have: each other.Sources referenced in the video:
- “Capitalism and Its Impact on Global Living Standards”, Josh Swan, University of Birmingham
- “The Cambridge History of Capitalism”, Cambridge University
- “Exxon loses board seats to activist hedge fund in landmark climate vote”, Reuters
Q4 Outlook 2022: Winter is coming
- Winter is coming to the financial markets as central banks are tightening their grip. How spring will look is still a question.
European energy crisis: it will get worse before it gets betterThe winter in Europe will be tough, but whether the result is political chaos or sustainable, innovative solutions is still undecided.
A difficult and volatile quarter awaitsAs the year draws to an end, commodities continue to be at centre stage of the world with growth pockets political uncertainty.
The bright side: crises drive innovationThe positive spin on crises is that they come with solutions. It is worrisome that deglobalisation may be a response to this crisis.
Green transformation in China: renewable energy and beyondGoing green, China needs to span numerous energy sources to ensure stability, as every source comes with a challenge.
Asia: Intermittent solutions, but a faster renewable adoption curveAsian energy supply is being squeezed. This and the adoption of renewables may change the investment sentiment in the region.
FX: A Fed thaw needed to deliver a sustained USD turn lowerThe US Dollar can keep momentum when the Federal Reserve continues to tighten, leaving the rest to play to their drum.
Autumn can become ugly for equities and bond holders. Comfort for Dollar longsTechnical analysis suggests that equities could face a tough Q4 as could fixed income. US Dollar positions could provide some upside.
The next stock market sector to watch, with stocks going nuclearAs the world scrambles to find affordable, sustainable energy, nuclear is getting attention from politicians and investors alike.
The crypto space is getting cold when the hype disappearsCryptocurrencies face a winter of their own as retail investors and governments are asking tough questions.