Midway through 2021, we shared our outlook on inflation, forecasting that the surge in prices was most likely temporary. Equipped with more time, data, and analysis, we are now reconsidering this idea of transitory inflation. In the table below, we present a useful framework to help identify and distinguish various short- and long-term inflation trends, and to help understand their future impacts on inflation in 2022 and beyond.
Q4 2021 Impact Update
At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. In the fourth quarter of 2021, we continued to use our voice to lead and support unfolding initiatives on addressing racial inequity.
Top Tier Impact: Interview With Sonia Kowal
Bloomberg: The Two Wall Street Liberals Behind ESG's $35 Trillion Explosion
You can learn more by watching the first episode in the series here.
Net Zero Cannot Be a Net Disappointment: The Social Cost of Carbon Offsets
When oil companies announce net-zero greenhouse gas emissions goals but provide no details on how they plan to reduce that in the short term or whether their largest source of emissions — in this case, emissions from the use of products of oil and gas — is included, it’s clear that the term “net zero” can be co-opted. While the growth in corporate net-zero targets is an important signal of increased ambition to fight climate change and is required to move us towards warming below 1.5 degrees C, there is little ability to keep companies accountable to these goals.