Thursday 16 November 2023
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies.
The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
