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"The consolidation in the climate intelligence space threatens to lead to an asymmetry of access to information. If you're a wealthy investor or large real esta
by jka 5y ago
"The consolidation in the climate intelligence space threatens to lead to an asymmetry of access to information. If you're a wealthy investor or large real estate firm, you can pay to find out which companies or regions will be safest from climate hazards, and make sound investment decisions."
This leads to a thought: could there be ways to identify industries/businesses that are increasing (rather than reducing, as competitive, efficient markets should) the arbitrage potential between asset value and listed price?
(that's one of the scenarios the article is hypothesizing, I think, and it seems plausible that an inefficient market might seek those kind of opportunities; participants might aim to hold better information and use that to raise their margins or potentially even create preferential-buyer scenarios)
- Proven 5y ago