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2050 Investors

Société Générale

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Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG. Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an exploration of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets. In each episode, Kokou deep-dives into the events impacting the econom ...
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The Chinese have a saying, 'A peaceful life has nothing to do with the passage of time'. This sound reminder points to the importance of enjoying life regardless of age. After all, age is just a number, right? Ageing has become a topical issue in the mainstream recently as experts warn of the incoming 'Silver Avalanche', which has already swept Eur…
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Strap on your boots, don your hats, grab your pitchforks and mangroves, because we are going carbon hunting! Although carbon dioxide makes up a measly 0.04% of our atmosphere or 421 parts per million (ppm), it is about double the average concentration seen over the past 3 million years. All of this extra carbon dioxide accumulated since the pre-ind…
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Should the world's central banks (Fed, ECB, BoE...) launch a coordinated "green quantitative easing" programme to simply print the $3.5 trillion a year needed to finance the energy transition? Is this a realistic solution or too green to be true? This episode of the 2050 investors podcast puts the 'central' back in central banks. Since their creati…
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What has no beginning, end, or middle and touches every continent? If you answered, “the ocean”- Correct! Or the ‘living infinite’, as Jules Verne called it in Twenty Thousand Leagues Under the Sea. This latest episode of 2050 Investors is a splashy one as host Kokou Agbo-Bloua dives deep into the mysteries of the oceans aboard the modern-day Nauti…
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Why do we say, "there’s no place like home"? This iconic phrase appears in "The Wizard of Oz" to remind us of the human need for familiarity, belonging and protection. Over the past centuries, our homes have followed a Darwinian process of evolution by natural selection of efficiency. From caves to skyscrapers, they’ve protected us from wild animal…
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Part 1 of the episode. Don't miss Jonny Wilkinson's interview in Part 2. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, sports have…
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Part 2 of the episode. We recommend you listen to Part 1 if you haven't already. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, spo…
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This special episode of 2050 Investors takes you to… well, the year 2050! Will we have achieved our goal of net-zero emissions and taken the necessary steps to limit global warming to 1.5 C°? And if not, what will a world on the verge of climate collapse due to human activities look like? Join Kokou Agbo-Bloua as he explores the future, inspired by…
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Economy, planet, markets and you 2050 Investors is going on a summer break! Before we meet again in September, listen to our April 2022 episode on the insurance industry, which is facing a number of challenges as a result of climate change. In insurance lingo, an “Act of God” is an event outside of human control or activity, such as natural disaste…
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Economy, planet, markets and you Welcome fellow energy explorers! In this episode of “2050 Investors” we're embarking on a wild and thrilling adventure into the world of energy. Why is the energy transition taking so long? And what awaits us when we eventually deplete our energy reserves? Kokou Agbo-Bloua addresses all your energy concerns. Learn a…
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Economy, planet, markets and you Did you know that in 2022, the global apparel market was valued at over US 1.5 trillion dollars and is expected to increase to almost US 2 trillion dollars by 2027 (Consumer Market Outlook)? But here is the catch: the industry accounts for 8 to 10% of global greenhouse gas emissions, and that figure is growing! So, …
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Economy, planet, markets and you Did you know that over the past 440 million years, there have been FIVE mass extinction events on Earth? Now, according to scientists, the sixth extinction may already be underway. By the end of the century, it is estimated that half of an estimated 8 million living species could become extinct due to human-induced …
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Part 1 of the episode. Don't miss Claudia Senik's interview in Part 2. The UN designates March 20 of every year as “International Day of Happiness” to celebrate the importance of happiness and well-being as “universal goals and aspirations in the lives of human beings worldwide and in public policy objectives". This special, two-part episode of “20…
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Part 2 of the episode. We recommend you listen to Part 1 if you haven't already. The UN designates March 20 of every year as “International Day of Happiness” to celebrate the importance of happiness and well-being as “universal goals and aspirations in the lives of human beings worldwide and in public policy objectives". This special, two-part epis…
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Economy, planet, markets and you Thanks to the incredible discoveries in medicine and technology, the average global human lifespan has more than doubled since 1900 and is now above 70 years. Over the same period, CO2 emissions exponentially increased, which raises questions about the link between healthcare and climate change. In this episode, Kok…
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Economy, planet, markets and you Drifting in the Central North Pacific Ocean is the “Great Pacific Garbage Patch”, a collection of marine debris with a mass so large it has been ranked as our eighth continent. Nature is “circular by design” - balanced and sustainable - but our modern lifestyle is simply not. While recycling efforts are increasing, …
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Economy, planet, markets and you Historically, globalisation and international trade contributed to a significant increase in global GDP and wealth. We enjoyed many benefits, including vast choices of consumer goods and services at our fingertips. But behind this story, there is a dark, carbonated side. So, what is the future of international trade…
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Economy, planet, markets and you Do the recent statements by President Macron and the debacle of Liz Truss' mini budget sound the end of abundance? It seems like we should prepare for the inevitable scarcity of natural resources, stable climate and financial market performance. Rather than imagining a Mad Max future, Kokou Agbo-Bloua explores the o…
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Economy, planet, markets and you The summer of 2022 has seen significant and sustained droughts across the world, with serious ripple effects from energy shortages to severe food insecurity. But how can we possibly have a water problem when water makes up close to 3/4 of the Earth’s surface? In this new episode of 2050 Investors, Kokou Agbo-Bloua l…
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Economy, planet, markets and you When looking into the energy transition and options for clean sources of energy, hydrogen is often listed as one of the key solutions for the future. The hype about its potential is undeniable, but so are the critics about its costs, efficiency and sustainability. So, is hydrogen gray until proven green? In this new…
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Economy, planet, markets and you By 2050, we will have to feed close to 10 billion people – 2 billion more than today – while committing to net zero greenhouse gas emissions. What solutions are being put on the table (pun intended) by the food industry to meet that challenge? Is the future of food high energy pills and liquids full of nutrients inj…
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Economy, planet, markets and you From Covid-19 pandemic to an inflation outbreak, from recession to stagflation fears and finally from peace to war; 2022 is barely six months old but has proven to be quite a challenging year already. In this new episode of "2050 Investors", Kokou Agbo-Bloua looks at the macro-economic impacts of the war in Ukraine …
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Economy, planet, markets and you In insurance lingo, an “Act of God” is an event outside of human control or activity, such as natural disasters. With the growing frequency of such "Acts of God" - amplified by acts of men - the question of the insurability of climate risks is front and centre. Kokou Agbo-Bloua takes on this key topic and investigat…
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Economy, planet, markets and you A recent UN report expects 68% of the world population to live in cities by 2050, compared to about 55% today. The uncomfortable truth behind that is that cities are responsible for the majority of greenhouse gas emissions, waste and pollution. In this new episode of 2050 Investors, Kokou Agbo-Bloua explores the con…
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Economy, planet, markets and you With inflation proving more persistent than expected, a new variant of inflation has appeared: Greenflation. In this new episode of 2050 Investors, Kokou Agbo-Bloua investigates how the fight against climate change appears to be ironically heating up commodity prices and the economy. He brings in Klaus Baader, Socie…
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Economy, planet, markets and you We are a mobile species. With the exponential development of transportation technologies and modes over the past centuries, we can now travel faster and further than ever before. But how will the world of transportation evolve by 2050? Will autonomous cars powered by AI and hyperloops with pods reaching speeds of 10…
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Economy, planet, markets and you We are one year closer to 2050, the year where we are supposed to reach net zero greenhouse gas emissions if we want to limit the dreadful consequences of climate change. But can we reach net zero without sacrificing economic growth? Can we grow without carbon? In this special year-end episode of 2050 Investors, Kok…
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Economy, planet, markets and you When it comes to skills and jobs, AQ (Adaptability Quotient) can have a massive impact on your career. Especially as workers have to change and evolve to keep pace with new technologies. In this new episode of 2050 Investors, Kokou Agbo-Bloua investigates our ability to survive in a labour market that is poised to b…
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Economy, planet, markets and you As Artificial Intelligence unfolds and pervades every aspect of the economy, now seems a good time to wonder if you, or more specifically your job could one day be replaced by an AI operated machine? In this new episode of 2050 Investors, Kokou Agbo-Bloua considers different scenarios of our possible future alongsid…
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Economy, planet, markets and you With the IPCC’s startling sixth assessment report on the effects of climate change and the extreme weather disasters of the past months, the energy transition and the challenges we face to reach a net zero emission by 2050 are at the top of everyone’s mind. In this episode of 2050 investors, Kokou Agbo-Bloua investi…
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Economy, planet, markets and you Much ‘digital’ ink has been spilled over what consequences the Covid-19 pandemic is expected to have on society. What part of these known and unknown consequences are likely to be transitory versus long lasting or even permanent? In this new episode of 2050 investors, Kokou Agbo-Bloua elaborates on the societal scar…
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Economy, planet, markets and you Can the creed of greed feed the need for green deeds? To put it more bluntly, can companies reconcile their thirst for profits with the pressure to have a positive impact on the planet? Or is the current enthusiasm for everything green simply greed in disguise? In this new episode of 2050 investors, Kokou Agbo-Bloua…
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Economy, planet, markets and you High inflation is the Achilles heel of central bankers. Is the current increase in inflation transitory or permanent? And what do the energy transition and climate change priorities have to do with it? In this new episode of “2050 Investors”, Kokou Agbo-Bloua looks into the implications of inflation, not only on fin…
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In this first episode of “2050 Investors”, Kokou Agbo-Bloua asks: Are we entering the Roaring Twenty 20s? With the OECD recently raising its GDP growth forecasts for the UK, the signs point to a potential economic boom. Kokou explores the parallels between the historical Roaring Twenties and the current economic landscape, analyzing factors like fi…
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Economy, planet, markets and you As we emerge from a global pandemic and we embrace a renewed interest in sustainable finance, the economy and markets are moving fast. New consumer habits are forming, massive green investment plans are being announced, new ways of investing are being promoted. 2050 Investors offers an investigation into tomorrow’s …
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