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Carbon bubble: Bank of England's opportunity to tackle market failure
The depth of the financial system's exposure to high carbon and environmentally unsustainable investments could be a systemic risk that threatens economic security. In a letter sent to Sir Mervyn King, the governor of the Bank of England, a coalition of investors, politicians, and academics recently urged the bank to investigate these issues in order to prevent the profound harm that could be wrought by an over-exposure to high carbon assets and a rapid shift in their values.
In an important reply, the governor has now accepted that there is a need for further evaluation and it is encouraging to see the bank willing to consider the levels of fossil fuel exposure as a potential risk to financial stability. We believe this process will serve as an important test of whether anything has been learned from the sub-prime crisis.
The Bank of England has set out its criteria for what constitutes a threat to financial stability...

