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10:20
Morning Call: Softer dollar boosts commodities, stocks
#SaxoStrats
21 September 2018 at 7:40 GMT
10:35
Morning Call: Markets stabilise as trade tensions ease
#SaxoStrats
20 September 2018 at 8:28 GMT
10:03
Morning Call: Chinese shares surge as trade war rages on
#SaxoStrats
19 September 2018 at 8:36 GMT
8:51
Today’s FX chart analysis - video
John J Hardy
18 September 2018 at 10:28 GMT
9:42
Morning Call: Trump hits China with tariff plan
#SaxoStrats
18 September 2018 at 7:29 GMT
2:45
The week ahead in macro
Kay Van-Petersen
17 September 2018 at 8:11 GMT
27:58
Macro Monday week 38: Keep Global Macro and Carry On
Kay Van-Petersen
17 September 2018 at 8:02 GMT
10:00
Morning Call: US yield curve lifts, boosting dollar
#SaxoStrats
17 September 2018 at 7:23 GMT
43:30
Technical analysis webinar – A view of the market: Larsson
Kim Cramer Larsson
12 September 2018 at 14:44 GMT
11:15
Morning Call: Chinese shares fall further
#SaxoStrats
11 September 2018 at 8:36 GMT
11:34
Morning Call: USD, SEK in focus
#SaxoStrats
10 September 2018 at 7:49 GMT
2:47
The week ahead in macro
Kay Van-Petersen
10 September 2018 at 7:37 GMT
14:02
Morning Call: Is Japan next?
#SaxoStrats
07 September 2018 at 7:35 GMT
Video / 14 July 2014 at 12:53 GMT

How the cost of climate change could pay off

Angus Walker
US power companies are required to comply with climate change laws, but these significant costs for some of America’s largest companies could actually bring investors improved dividends.
Charles Fishman, Equity Analyst at Morningstar believes that people should be more selective in how they determine the winners and the losers, as America addresses carbon dioxide emissions.
According to Charles Fishman a common delusion among investors is that utility firms generating power with coal-fired plants could be hurt by future climate change laws. One way of determining whether or not that will happen is to lock at the past to see what happened when similar air-pollution regulations were introduced.
When the Clean Air Act amendments were adopted, utilities had to address sulphur dioxide emissions. Back then, regulators allowed a return to companies that invested money on emission scrubbers, and the firms were ultimately able to not only grow earnings but also raise their dividends.
Morningstar looks at two companies that offer attractive earnings: Southern Company and Wisconsin Energy. Both corporations have received favourable regulatory decisions in the past and Charles Fishman believes the companies will continue to benefit, due to their future planned investment to reduce carbon dioxide emissions. Both companies have paid dividends for years and Charles Fishman expects them to improve their dividend opportunities.

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