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Economy
My views on economic policy and the financial sector. I've campaigned with Christians on the Left on bank reform to separate risky banking from the banks which handle retail deposits.

 
Not an easy task given uncertainties, especially if energy and commodity prices do fall later in the year. Ultimately, radical economic reform required.
My letter in the Financial Times on ESG, ethics, and activist investing.
Central banks are struggling to head off general inflation while dealing with price shocks that will be negative for growth. They waited too long, which has made their tasks more difficult.
Banks continue to fund fossil fuels but have plans to reduce their exposure. My chat with TWR.
The Bank of England has raised interest rates, but that does not mean it has been most effectively managing inflation risks.
My assessment of the finance pledges at COP26 and what really matters.
Investors must not forget about profits, even as they focus on wider criteria.
The Bank should signal it will act if higher prices look likely to translate to higher inflation rate.