The global market is at an important crossroads, and where are we? Part 1/3 "risks and opportunities"
Sustainability approaches and strategies #23 to #26
This post is in memory of one of my most precious friends, business partner, brilliant mind, and CFO of several leading luxurious French corporations; Thierry passed away a few weeks ago.
Dear friends and colleagues,
I hope you are doing well. Please excuse my silence over the past several weeks. Iâve been quietly building tools to help you understand faster and execute better.
Over the next few months, Iâll unleash training, courses, frameworks, and, most importantly, more ways to help you collaborate.
Let's start with the Canvas: a simple tool based on The Framework for Sustainability Conversations to filter ideas into actual deliverables. You can get it here.
As mentioned before, this space has been upgraded: weâve added new sections to help you build better.
Get everything in one place: posts, podcast episodes, and weekly big questions with subscribers-only threads.
To you and yours,
If you are reading this and like it, please consider sharing it.
đąÂ Yael
đ Summary
This week's big questionâWe are at the halfway point: 2022. What changed â and what happens from here?
Weekly commentary: âThe global market is at an important crossroads, and where are we?, Part1/3: risks and opportunities â June 27, 2022, week #26
This week by the numbers: climate change highlights and critical data
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1. This week's big question:
đŽ We are at the halfway point: 2022. What changed â and what happens from here?
⸠Please share your thoughts, posts, thoughts, and feedback.
2. Weekly commentary: âThe global market is at an important crossroads, and where are we?â June 26, 2022, week #26
When uncertainty leads, the most critical role of risk management in the postmodern paradigm is ensuring that an organization has enough funds to make value-adding investments. âYael
We entered the year expecting growth to slow slightly from its exceptional levels primarily because of temporary post-pandemic supply constraints leading to the inflation spike in the context of robust demand. Investors have had a difficult first half of the year. In sharp contrast to the favorable market conditions in 2021, 2022 has so far been the worst start in terms of performance for equities and fixed income markets in at least 30 years.
The inflation spike was primarily the result of temporary post-pandemic supply constraints with still-strong pressures in demand. Despite the slowdown in growth, the global economy should avoid a recession this year, but a mild downturn could be ahead in 2023.Â
As stock interest rates rise and markets tumble, itâs been reported that investors fear private equity. We can anticipate that corporate margins will remain elevated, even if they have peaked, and earnings growth will remain positive. Yet they are plenty of reasons to include private assets as a diversified, long-term investment strategy.Â
This series is a preview of the âSustainability strategic planning workshopâ released on July 4th. Stay tuned.