Hot Stocks
Rowman & Littlefield (Verlag)
978-1-5381-3746-8 (ISBN)
The costs of global warming and its mitigation will have a major impact on equity market performance over the next two decades. As the climate changes, investors will need to understand which are the best-positioned market sectors and stocks as well as those to avoid. Hot Stocks provides a roadmap detailing how to invest in this new reality. It evaluates the many ways global warming will affect profit flows in the economy:
• Impacts of a warmer climate, rising ocean levels, more frequent extreme storm events, land desertification and ocean acidification.
• Potential for government taxation on greenhouse gas emissions.
• Accelerating switching to renewable power systems that are increasingly cost competitive with those powered by oil fossil fuels.
• Government bans on sales of cars powered by internal combustion engines and the electrification of the terrestrial vehicle fleet.
• Potential for hydrocarbon reserves and equipment becoming impaired or ‘stranded assets’.
• Rising demand for major infrastructure projects to protect valuable coastal real estate from inundation.
• Litigation aimed at forcing legacy polluters to pay mitigation costs.
The book drills down on how these changes will depress or support stocks in sectors such as the petroleum industry, automakers, renewable power providers, regional banking, property insurance, heavy equipment manufacturers, Real Estate Investment Trusts (REITs) and agricultural chemicals. The analysis then pivots away from a US-centric focus to identify those nations around the world whose economies are best positioned to successfully adjust to the impact of rising prevailing temperatures, as well as those likely to suffer the most from the trend.
James Ellman has more than two decades of experience as a professional investor: first as an equity portfolio manager for Invesco and Merrill Lynch mutual funds, then at hedge funds Seacliff Capital and Ascend Capital. He lives near San Francisco with his wife and sons.
Introduction: Welcome to the Anthropocene!
1. The Increasing Impact of Climate Change on Markets
2. Renewable Energy: Operators and Installers
3. Renewable Energy: Equipment Manufacturers
4. Hydrocarbons: The Biggest Loser
5. Financial Services: Underwater ATMs?
6. Infrastructure: Building Arks in a Flood
7. Transportation: The Decline and Fall of the Internal
Combustion Engine
8. Utilities: Pivoting without a Net
9. A Grab Bag from Pandora’s Box
10. The Rest of the World
Conclusion
Notes
Bibliography
Index
About the Author
| Erscheinungsdatum | 10.05.2021 |
|---|---|
| Zusatzinfo | 15 b/w illustrations; 20 tables |
| Sprache | englisch |
| Maße | 150 x 226 mm |
| Gewicht | 390 g |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Betriebswirtschaft / Management ► Rechnungswesen / Bilanzen | |
| ISBN-10 | 1-5381-3746-1 / 1538137461 |
| ISBN-13 | 978-1-5381-3746-8 / 9781538137468 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
aus dem Bereich
