Climate change concerns are intersecting markets in numerous ways not least with a surge of interest in ESG and climate-change friendly investments. Yet, robust analysis around these types of investments is hard to find. Therefore, a new paper on carbon risk and its impact on equity market returns is extremely welcome. I summarise the paper – it’s well worth a read.
Next up, we have Harvard academic and former Microsoft data scientist, Apurv Jain and prediction tech entrepreneur, Neil Seeman, write on the trade-off between privacy and alpha when using big data. I haven’t read much on this topic before, so again a good read.
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