Sustainability & Energy Transition The Role of The ESG Investor in 2024 – Very Unclear, But Likely Not Helpful 1st Topic of the Week: ESG Investing Still Has Limited Value – The performance of many ESG funds is being driven by their tech overweight, March 1, 2024 No Comments
Global Market Analysis Weakening Durable Goods Demand Is A Major Chemical Sector Risk, Lifts Oversupply Concerns General Thoughts: US personal consumption expenditures for durable and non-durable goods declined in January, while YTD domestic chemical production, on average, is higher, indicating that February 29, 2024 No Comments