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The disruption of Russian energy exports is a shock to the oil market, at a time when demand was already outstripping supply and low inventories. With little room for other producers to ramp up in the short term, demand destruction through higher prices is needed.

Steven, a 10-year veteran of the firm, joins a class of 21 fellows who will champion the Council’s mission to build enduring relationships capable of addressing the most pressing global challenges we face.

Natalee and Phil are recognized for their leadership and contributions as members of CFR’s Corporate Leaders Program, a unique professional development opportunity for rising stars.

Education is going through challenging times in America: classrooms are overcrowded, and funding is evasive. On top of that, the country is facing a national teacher shortage. Teacher strikes are recurrent and the number of applicants to education schools — the traditional pipeline that feeds recruitment — has fallen dramatically in a white-hot economy. At a time when a good K-12 education is the key to preparing students for an uncertain future of work, that education and the people who make it possible are becoming harder to find.

In a piece published by Project Syndicate, Co-CIO Karen-Karniol-Tambour describes the economic, political, and social consequences of today’s energy shortages. These were not created overnight — after years of underinvestment in production capacity, even a small reduction in global supply can send prices skyward, and now policymakers and investors face a full array of difficult choices.

Europe’s energy supply shock is creating a painful stagflation, and policy makers face a difficult set of choices. Looking forward, structurally higher energy prices will be a long-term competitiveness challenge for Europe.

Top1000Funds highlights Co-CIO for Sustainability Carsten Stendevad’s recent conversation in a sustainability forum at Harvard University as he examines the role of investors in financing the transition to a low carbon economy and measurements involved in assessing and understanding the credibility of a company’s transition plans.

Strong growth and a self-reinforcing, high level of inflation spurred the sharpest tightening in 60 years. To date, this tightening has led to weaker asset markets, but has had far less impact on economies. As Co-CIO Bob Prince illustrates, the next stage of the tightening cycle is likely to be an economic slowdown as policymakers work to bring inflation back to target.

Bridgewater’s Macro Research Team Lead is recognized alongside other rising stars in the industry.

Greenhouse gas emissions are highly concentrated in a few key sectors in investor portfolios; the publicly traded firms in these sectors alone are responsible for about 60% of all global emissions. Investors thinking through climate risks, climate opportunities, and net zero alignment should focus on these sectors.