There are several systemic shifts and regime changes taking shape in the medium to long term, according to Mercer in its paper Themes and opportunities 2024: An age of agility.
The higher cost of capital and lower liquidity, an evolving dynamic between cyclical and structural inflationary forces, and accelerating climate risks are affecting the way investors might position for the energy transition, understand their relationship with nature, and approach asset classes in a new inflationary environment.
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