The future of FEMA is uncertain. While a Trump appointed panel recently created a comprehensive 160 page report recommending the maintenance of FEMA’s existing reinsurance programs, Homeland Security Secretary Kristi Noem has condensed these recommendations significantly, suggesting that the agency’s role become more limited. We believe that this opens the door even further for climate adaptation and risk mitigation investing:
The liquidity wave that’s buoyed markets since 2020 is receding, and as it does, we’re starting to see stresses bubble back to the surface. Funding costs are rising. Balance-sheet cracks are widening, and the “Mag 7” are quietly shifting from cash-funded to debt-funded CAPEX with $190 billion in new corporate issuance this September alone, 70% from tech.[1]
These moves aren’t about speculative beta. They’re about scarcity, security, and the revaluation of tangible assets that produce and store real value, not potential future AI value.
As the end of the year approaches, it might be a good time to pause and reassess what’s working, what’s not, and what may need to change as capital rotation begins in earnest.
We wish you all a very Happy Holiday Season!
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