The incorporation of smart technology into agriculture can help farmers manage risk

Nespresso, in partnership with Blue Marble Microinsurance (a UK company), launched a pilot weather index insurance program in 2018 to provide coverage for crop losses due to climate shocks. The programme assists small and independent farmers in Colombia in the...

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Part I – What part will new tech play in economic recovery?

R-Zero Systems, a San Jose based company incorporated in April 2020, has developed UV-C (ultraviolet-C) portable units that can disinfect a room in minutes. Co-founders Ben Boyer and Eli Harris's vision is to expand the use of UV lights as...

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Is the cost of monitoring employees at home worth the erosion of trust?

Venturebeat, a US tech website, raised potential concerns about the emergence of AI surveillance of employees at home. Employee monitoring from cameras to keyboard clicks is nothing new, but this is a potentially unwelcome extension. We think there is...

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Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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Can the UK make a green Covid 19 recovery?

More than 200 top UK firms and investors, from both multinational and national businesses across industry sectors including energy, finance, consumer goods, retail, construction, water and communication are calling on the government to deliver a Covid-19 recovery plan that...

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ESG – 12 month read-through for small and mid-caps

A report from State Street Global Advisors (part of the trillion dollar club of leading asset managers that set terms for the rest of the investment industry) published towards the end of last year made some interesting points about...

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Will big tobacco create the first Covid-19 vaccine?

Tobacco giant British American Tobacco Plc's biotech subsidiary, Kentucky BioProcessing, has developed an experimental COVID-19 vaccine where pre-clinical tests showed positive responses and the first phase of human trials could begin as early as late June. Drug makers around...

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Competition for investment in energy stocks is strong. What should be considered?

Being a successful long-term investor in energy stocks has become exceedingly difficult the past several years and increasingly there is competition in the form of renewable energy investment. Below I give an account of the development of the oil industry...

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Is ESG essential to secure investment?

Over the last three months the concentration of assets under the largest investment funds (the trillion-dollar club) has increased substantially. The largest 1% of fund manager groups manages 61% of total AUM (assets under management) which is 243 times...

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Is moral hazard on the rise during this pandemic

Moral hazard in economics happens when an individual or an institution increases their exposure to risk knowing they will not have to bear the full cost of those risks.The fear of moral hazards occurring is heightened during crises where...

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