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Climate risks are now direct financial risks, as weather extremes like El Niño can disrupt food production and energy supplies, leading to sustained inflation and market volatility.

Impact: Portfolios should include exposure to commodities, agribusiness, and infrastructure to mitigate the financial impact of climate-related supply chain shocks.

— from McDonalds Strategy, Bond Market Shifts, and OECD Crash Warning · Alles auf Aktien – Die täglichen Finanzen-News· Sep 24, 2026