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Financing a Greener Planet
Do we really care about climate change? In 2019, Amnesty International asked 18-25-year olds to name the five major issues facing the world. The most commonly cited issue was climate change. Although young people tend to be more concerned with climate change than older generations, there has been an increase in awareness across all age...
Environmental Economics -
Electric Vehicle Transition
EVs Shifting from Regulatory- to Supply Chain-Driven Disruption We’ve been writing in Citi GPS about the potential for electric vehicles (EVs) since 2014, when we featured the topic in our report. Back then we predicted we’d see an early-mover leader emerge in four to six years. In reality, the transition to EVs has taken longer...
Technology & Innovation -
Investment Themes in 2021
Light on the Horizon 2020 was a year like no other. Normally that statement would invoke eye rolling and head shaking and grumblings about hyperbole and exaggeration. But 2020 is destined for the history books as an extraordinary year. Hopefully it will also be noted as a one-time event. The good news is we believe...
Global Growth -
The Global Art Market and COVID-19
Innovating and Adapting The art market has remained resilient in 2020 amid the turbulence brought on by the coronavirus pandemic. Rapid digitization in response to the crisis is laying the foundation for a deeper, more permanent shift as the industry adapts to changing preferences and demographics. Meanwhile, cultural institutions are addressing wider calls for social...
Global Growth -
Subtle Geopolitical Impacts on Oil Prices with a Biden Victory
While market attention has focused on the bearish potential return of the U.S. to the JCPOA with Iran, the U.S. election could have an immediate impact on the outcome of the OPEC+ meeting on December 1, as a Biden Presidency would likely impact and solidify the relationship between Russia and Saudi Arabia. This would be...
Global Growth -
Education: Fast Forward to the Future
Accelerating Edtech Adoption in a Post-COVID-19 World As well as a big problem in its own right, COVID-19 has brought a number of other challenges to the fore, including political and social unrest, all of which have combined to put the very fabric of the modern society under significant pressure. It is tempting to dismiss...
Technology & Innovation