VER's blog

acceleration active investing added value alternative investments asset classes austerity measures baby boom baseline capitalism carbon border tax carbon emissions carbon footprint carbon intensity carbon neutrality carbon risk carbon tax carbon-neutral economy carbon-neutrality central banks circular economy climate change climate commitments climate crisis CO2 emissions collateral commercial paper market commodities concentrated markets contingency plan contrarian corona crisis coronavirus coronavirus crisis countermeasures covid crisis covid economy crises crisis crypto currencies currencies debt burden debt structures decision-making demographic trends demography dependency ratio depression derivatives development digital money digitalisation dilution disease monitoring system diversification ECB economic competition economic development economic growth economic policy economic system economy effective treatment electricity exchanges emergency measures employment figures energy export energy exports energy imports energy prices energy war environmental policy equity market equity markets escalation ESG exchange rates expected returns external borrowing FAAMG Fed financial crisis financial market financial markets financial stability fiscal policy fixed income investments fixed-income investments forecasting fossil fuels free trade funding ratio geopolitics global trade globalisation globalization government debt government finances green technology green transition growth healthcare systems hedge funds illiquid assets increase in prices indebtedness index investing index weighting indices inflation institutional investor institutional investors interest level interest rate interest rate level interest rates internal market international trade investment beliefs investment environment investment returns investments investments contribution approach level of risk liberalism long-term return low-carbon economy market crash market economy market forces market interest rate market movements market portfolio market rallies market reaction megatrends miracle momentum monetary policy ownership policy pandemic pension investments pension investors pension liability pension promise pension system pension systems planning political decision-making portfolio structure positive side effect predatory traders pre-funding preparedness price fall protectionism real estate investments real estate sector recession regulation renewable energy renewable natural resources rescue packages responsibility restrictions returns on investments risk bearer risk level risk management risk profile sanctions scenarios security investments short squeeze sovereign debt spill-over effect stagflation state state ownership stimulation stimulation packages stock market stock markets stock prices stocks strategic allocation strategic autonomy strategy success support measures supportive actions sustainability taxation the leading powers timeframe for liabilities timing totalitarianism transition risk uncertainty virus war war of aggression welfare state