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How to safely 'green' your portfolio
Should investors be alarmed by the pressures weighing on the economy?
Sparing the rod and spoiling the company is bad for competitionÂ
Inequality is a destabilising force and curing it will cost everyone
Inflation, and its close companion uncertainty, impact the decisions we all takeÂ
The goals of zero Covid, zero conflict, zero inequality, zero emissions and low inflation remain out of reachÂ
But opts for a margin of safety in the face of increased uncertaintyÂ
Upside inflation risks have increased and the outlook is less benign
Whichever way we turn, there are no easy solutions
The world is now a more dangerous place
