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Covid vaccine shortage holds emerging markets back from global rally

“Not only do we have a much slower vaccination program across emerging markets, but worries over debt loads, external vulnerabilities, fiscal prudence, inflation and currency stability will hamper a much stronger recovery post-pandemic,” said Mohammed Elmi, a portfolio manager at Federated Hermes in London. He recommends rotating into countries and assets that benefit from U.S. growth via trade links or exports, such as Mexico.

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EU publishes rules to help investors decide what’s ‘green’ and what’s not

The EU’s new rules, known as the “sustainable finance taxonomy”, are a list of economic activities and the rules they must meet to be deemed green.

Starting next year, they will decide which activities can be labelled as a sustainable investment in the EU. The Commission published climate-related criteria for green investments ranging from building renovations to the manufacture of cement, steel and batteries, reflecting draft plans previously reported by Reuters.

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Britain’s driverless car ambitions hit speed bump with insurers

Insurers are key players in the shift to automated driving, with some investing in a technology they believe will slash accidents and deaths, and save them billions in payouts.

But they are worried drivers might equate today’s lower levels of automation with fully self-driving vehicles, potentially causing more accidents in the short term and permanently damaging public confidence in the technology.

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Bank of England sees potential risks from cloud data providers

Regulators globally have been tightening scrutiny of outsourced functions as they worry that core services financial firms provide to customers are vulnerable to outages at third parties.

Britain’s government is keen to promote fintech as an area of growth and hopes that nimbler regulation will enable it to steal a march over the European Union, where British financial firms now have reduced access due to Brexit.
On Monday, finance minister Rishi Sunak asked the BoE to work with the finance ministry on whether the central bank should set up a digital version of sterling to compete with cryptocurrencies, which he dubbed ‘Britcoin’.

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Insurers prefer private equity investments over Hedge Funds: Goldman Sachs Survey

Private equity was the most-favored asset class for insurers seeking to increase investment returns, followed by middle market corporate loans and infrastructure debt, the survey said.

Private equity returns in the past 10 years “have been strong and have outperformed other asset classes,” Michael Siegel, global head of insurance asset management at GSA, told a media briefing, which he said helped explain consistent insurer interest in the asset class in recent years.

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Climate change can erase 18% of global GDP , Malaysia, Thailand, India, Philippines and Indonesia most vulnerable:Swiss Re

“Our analysis shows the benefit of investing in a net-zero economy. For example, adding just 10% to the USD 6.3 trillion of annual global infrastructure investments would limit the average temperature increase to 3/4 below 2°C. This is just a fraction of the loss in global GDP that we face if we don’t take appropriate action,“ said Jérôme Haegeli, Swiss Re’s Group Chief Economist

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Tesla drives on Autopilot through a regulatory grey zone

The Texas crash follows a string of crashes involving Tesla cars being driven on Autopilot, its partially automated driving system which performs a range of functions such as helping drivers stay in lanes and steer on highways. Tesla has also rolled out what it describes as a “beta” version of its FSD system to about 2,000 customers since October, effectively allowing them to test how well it works on public roads.

Harris County police are now seeking a search warrant for the Tesla data and said witnesses told them the victims intended to test the car’s automated driving. NO REQUIREMENTS

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