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VantagePoint: Resilience in a Time of Uncertainty

Global inflation has been higher and more persistent than most economists anticipated. Some inflationary pressures related to the pandemic have started to show signs of easing, but new pressures related to Russia’s invasion of Ukraine and lockdowns associated with China’s “zero-COVID” policy create new challenges. At the same time, central banks have declared war on […]

May 2022

Air: Planting 20M Trees by 2030

For most of human history, we’ve been cutting down trees. However, the acceleration of carbon credit markets and the societal demand for climate solutions are pushing us to re-think our relationship with them. So how can investors earn a compelling return from planting trees while helping to sequester carbon and increase biodiversity? We’ll travel to […]

May 2022

Earth: Mushrooms and the Future of Meat

Livestock take up nearly 80% of global agricultural land yet produce only 20% of the world’s supply of calories—so how can we make feeding people more efficient? In this season two premiere of Unseen Upside , we visit an alternative protein company in Boulder, Colorado called Meati. There, we explore how a nutrient-rich fungi called […]

April 2022

Unseen Upside Season 2 Trailer

Season two of the Unseen Upside podcast launches on April 19th. It explores elements of our natural world—and beyond—with the innovators and investors aiming to enhance and protect our future. Powered by the global network of Cambridge Associates, host Luke Charest will explore the investments being made that will improve our lives in unexpected ways. […]

April 2022

Should the Latest Climate Research Catalyze Change in How Investors Think About Risk?

Yes. According to a recent report released by the Intergovernmental Panel on Climate Change (IPCC), “climate change is a threat to human well-being and planetary health,” and the window of opportunity to “secure a livable and sustainable future for all” is rapidly closing. The new report highlights the considerable risks posed by climate change to […]

March 2022

Would Adoption of Policies Like the Rooney Rule by Asset Allocators Encourage Greater Diversity Among Investment Managers?

No. Adoption of policies like the Rooney Rule—a requirement to interview at least one woman or person of color candidate for leadership positions by many companies and institutions—has not substantially improved diversity among leadership ranks. Given this reality, we doubt such policies would encourage greater diversity among investment managers. These policies are not created to […]

March 2022

Will Concerns Over “Greenflation” Derail the Energy Transition?

No. The inflation attributed to green initiatives (known as “greenflation”) is part of the current inflation narrative, but we doubt concerns related to it will derail the global energy transition. Net zero pledges and related policy frameworks have been rolled out in nearly 200 countries, underpinning a transition already underway due to climate change and […]

February 2022

VantagePoint: Jumpstarting the Energy Transition

This year may prove to be pivotal in the transition from fossil fuels to renewables. Policy makers, businesses, and investors are accelerating commitments to bring greenhouse gas (GHG) emissions to net zero by 2050. The aim is consistent with the 2015 Paris Agreement to “limit global warming to well below 2°C, preferably to 1.5°C, compared […]

February 2022