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Global Investment Committee

Thematic Research

Uni-Bubble: Are the cause and cure of the financial and climate crises one and the same?

By Edward M. Kerschner, CFA
Senior Strategy Consultant

Are the cause and cure of the financial and climate crises one and the same? This question is addressed in the first of a series of thematic research papers from the Global Investment Committee of Morgan Stanley Smith Barney.

In “Uni-Bubble”, Edward Kerschner provides an analysis which examines:

  • The prospects and likely extent of climate change, as well as politics around it.
  • The future of traditional energy sources–coal, natural gas, nuclear and hydro.
  • Additional resources–wind, solar, and a new “renaissance” in nuclear.
  • US capacity and initiatives contrasted with those of Europe.

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