US DOE Critical Materials Assessment 2023
The U.S. Department of Energy has issued a Request for Information in order to gather public input on the draft Critical Materials Assessment – Peter Milios looks at it in more depth.
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Investment in Clean Energy again Outstrips Fossil Fuels
Despite plenty of headwinds, investment in clean energy continues to boom, according the latest report released by the International Energy Agency this week.
Read MoreHoming in on Quality in Climate Investing Strategies
AllianceBernstein explains why they believe holistically integrating the risks and opportunities in today’s economy is the linchpin of an effective climate strategy.
Read MoreCan ESG and Sustainable Investing Really Help Build Wealth?
Analysing and managing ESG risks helps investors better understand the resilience of business models and their cash flows, in turn helping build stronger portfolios.
Read MoreIt’s Time to Rethink How We See Nature
GAM Investments’ Stephanie Maier considers the intrinsic link between nature loss and climate change and explores what financial decision makers across the world can do about it.
Read MoreUnlocking the Investment Potential of “S” in ESG
Social issues are perhaps the least understood by investors with an ESG focus. But the risks and opportunities they represent are growing, and investors need a way to step up to the challenge.
Read MoreOpportunities in Decarbonisation Disruption
Benedict Buckley explains why ClearBridge has been investing in companies enabling the decarbonisation transition and engaging with them to help them thrive and create value over the long term.
Read MoreCarbon Down, Harden Up
Andrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
Read MoreQuébec Setting the Pace for Electrification
Tal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MorePerennial Survey Shows Cyber Security as the Key ESG Focus
Cyber Security emerged as the pivotal ESG theme in the 2022 Perennial Better Future Survey, while greenhouse gas emissions and diversity still command strong corporate attention.
Read MoreESG in the Political Spotlight
ClearBridge has found that integrating ESG analysis into their fundamental research process has allowed them to develop a more holistic view and improved stock selection over the long term.
Read MoreThe Opportunities in Energy Transition
After the wild ride experienced by investors in 2022, Perpetual’s Anthony Aboud sees opportunities in high-quality companies which have traditionally been classified as growth stocks.
Read MoreThe Safeguard Mechanism – What’s All the Fuss About?
Alphinity IM’s Jessica Cairns looks at proposed changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that have sent the Australian ESG world into a flurry.
Read MoreBattleground ESG Issues for 2023
Dr Erin Kuo, Chief Sustainability Officer with Yarra Capital Management, details her views on the key sustainability and ESG issues companies will likely face in the year ahead.
Read MoreAlphinity IM 2022 ESG Recap
Moana Nottage recaps what has been an eventful year for Alphinity Investment Management and an especially productive one for the firm’s ESG and Sustainability team.
Read MoreAn Update on Green Hydrogen
4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read MoreResources Ready to Be Recharged
The JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Read MoreDecarbonisation and the Energy Transition
Perennial Partners PM and Resources Analyst Sam Berridge discusses price caps on coal and gas, the energy transition, and decarbonisation opportunities for 2023.
Read MoreWhy ‘Nature Positive’ Will Be as Big as ‘Net Zero’
The world has lost almost 70 per cent of its wildlife population since 1970; how much we can preserve of the rest may depend on the COP15 summit, currently underway.
Read MoreTalk Aplenty but Little Action at the Critical Minerals Summit
The recent Critical Minerals Summit was aimed at answering questions about how Australia will help accelerate the energy transition – but what did it actually achieve?
Read MoreThe Convention on Biological Diversity
Those in the know call it “The Biodiversity Cop” – but what is the Convention on Biological Diversity and why is it important in an investment context?
Read MoreWhere on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterised thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Read MoreCOP27 – 10 Key Takeaways for Investors
JH’s Adrienn Sarandi highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the COP27 climate talks.
Read MoreRio Spending Big to Cut Out the Carbs
Rio Tinto will spend upwards of $A900m expanding existing plans for cutting carbon emissions from its Pilbara iron ore operations as part of an $A11.5bn global program.
Read MoreMagellan Minutes: The decarbonisation opportunity
Magellan’s David Costello discusses decarbonisation – a topical theme in markets right now with plenty of excitement around the scope of the investment opportunities ahead.
Read MoreA New Era for Sustainability in the US
Hamish Chamberlayne and Aaron Scully from JH’s Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
Read MoreCOP27: A temperature check on progress
As COP27 begins, Stephanie Maier, GAM’s Global Head of Sustainable and Impact Investment, shares her thoughts on what to expect from the crucial climate talks.
Read MoreThe Renewable Paradox: Materials
Paradoxically, the materials at the forefront of the shift to clean, renewable energy have been associated with some serious threats to the ecosystems and humanity worldwide.
Read MoreInflation Reduction Act Deepens the Decarbonisation Bench
The U.S. Inflation Reduction Act offers strong tailwinds for the renewable energy and EV supply chains, as well as companies helping the climate with energy efficiency.
Read MoreAn ESG Framework for Extractive Industries
ESG investing faces a meaningful challenge, as facilitating the energy transition must rely on extractive industries with significant negative externalities such as metals and mining.
Read MoreThe Shadier Aspects of Solar Panels
Solar panels will be integral to the renewable energy transition, and yet recent reports have found that their manufacture violates significant human rights issues in China.
Read MoreRenewables Rejuvenating Mining Sector
Transitioning away from fossil fuels and towards renewables is breathing new life, new investment and new jobs into the NSW mining industry long dominated by coal.
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