How to Get Exposure to the Clean Energy Transition
Katana Asset Management Portfolio Manager Romano Sala Tenna discusses ASX valuations, getting exposure to clean energy, investment philosophy and market outlook.
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Forrest Puts Foot Down re Fortescue Footprint
Andrew “Twiggy” Forrest’s Fortescue Metals Group has given itself eight years and a budget of around $9 billion to eliminate fossil fuel use and achieve zero terrestrial emissions.
Read MoreMore Coal Required as Drought Threatens China’s Renewable Energy System
More than 70 days of heatwaves and droughts have spread across half of China, threatening the country’s hydropower energy, damaging production output and crippling the economy.
Read MoreESG Ratings May Be too Simplistic
The decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Read MoreCheap US Energy to Fuel Renewables Transition
In an undeniable paradox, the cheapness of its carbon-based energy is making America, the world’s most profligate carbon user, an increasingly attractive place to develop renewable energy sources.
Read MoreHot in the City
As heatwaves become more frequent, city centre buildings will need to adapt. For investors in global cities, keeping a close eye on weather data will become vital.
Read MoreIs the Answer to CO2 Emissions Beneath Our Feet?
To meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions – carbon capture, utilisation and storage is one solution gaining significant traction.
Read MoreESG and Small Caps – How Strong Is the Relationship?
With investors’ increasing focus on ESG risks and opportunities, concerns surrounding the lower ESG performance of smaller companies versus their larger peers have emerged.
Read MoreHow You Could Be Biodiversified
As the world finally wakes up to the increasing threat to biodiversity and natural capital, Fidelity believes investors have a crucial role to play – and a huge opportunity to seize.
Read MoreFood as Software
GAM Investments’ Mark Hawtin considers the future of food and explains why it looks set to be one of the most exciting prospects for the next ten to fifteen years.
Read MoreAn A-Z of Sustainability Terms for Investors
In the run-up to the COP27 climate conference in Egypt this November, Schroders have kindly put together a glossary of key sustainability terms for investors. It will be updated over time.
Read MoreNuclear Energy a Promising Solution for Climate Change
It’s easy to see why leaders are attracted to the self-sufficiency nuclear energy offers at a cheaper rate than all but the lowest-cost fossil fuels. But the eternal risk of catastrophe weighs heavily against it.
Read MoreSustainable Investment: 3 Key Trends
Stephanie Maier from GAM Investments outlines three key trends she believes will continue to drive the sustainable and ESG investment landscape over the coming years.
Read MoreWhy Climate Leaders Could Offer Investors Lower Risks
In addition to companies who are enabling the transition to a low carbon future, there is another important investment theme emerging: the concept of climate leaders.
Read MoreInvestment Opportunities in the Energy Transition
Sam Berridge, Portfolio Manager and Resources Analyst at Perennial Partners, discusses the importance of gas for renewable energy and Perennial’s approach to investing.
Read MoreDeep and Wide – Evaluating Sustainability Impact
Investors are now looking at sustainability through a different lens, trying to influence positive change by directing capital to address ESG challenges. Fidelity’s Jenn-Hui Tan with more.
Read MoreWill Russia-Ukraine War Disrupt Europe’s Energy Transition?
As Irene Lauro from Schroders writes, while short-term transition plans may be in jeopardy the continent is taking steps to accelerate renewable energy production over the medium-term.
Read MoreEV Battery Success Hindered by Lack of Fuel Efficiency Standards
Australia is lagging the global uptake of EVs with just 1.5% of cars sold here electric-powered. There’s little doubt much of this is due to our lack of fuel efficiency standards.
Read MoreDeforestation: Seeing the wood for the trees
Janus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Read MoreInvesting for a Better Tomorrow
As Platinum’s Liam Farlow and Jodie Bannan write, while governments and corporations are leading the way on the ESG front, consumers and investors have a role to play too.
Read MoreClean Energy Back to Black
Global clean energy stocks have risen sharply in the past few weeks with Russia’s war against Ukraine transforming into a global energy war. VanEck’s Alice Shen takes a closer look.
Read MoreWhy Does My Green Fund Look Dirty?
When it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.
Read MoreFour Counterpoints to ESG Investing Critics
Recent prominent media articles have criticized sustainable portfolios for being ineffective as agents of change. Dan Roarty from AllianceBerstein thinks the critics have missed the point.
Read MoreCarbon Capture: Early Days of a $1 Trillion Industry?
As Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreAdobe: Inspiring digital creativity and sustainability
Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreClean Energy Still Has Spark
Share investors have been experiencing a market selloff and clean energy is one sector that has been impacted more than others. VanEck’s Russel Chesler looks at why this might be.
Read MoreCostly Sins of the Fossil Fuel Father Bite ERA
As Energy Resources of Australia is finding out the hard way, it’s not the production and selling costs involved with mining fossil fuels that catch you in the end, it is the rehab costs.
Read MoreThe Implications of a Heating World
Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?
Read MoreWHEB’s Approach to Biodiversity
Somewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.
Read MoreOutlook 2022: Sustainable Investment
Sustainable investing is maturing – and so are the policies, disclosures and debates that surround it. Andrew Howard from Schroders takes a look into what this means for investors.
Read MoreOpportunities in the Energy Transition
As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.
Read MoreSustainability May Be Problematic for Some
Rob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.
Read MoreClimate Change: The Commodities Dimension
As the effort to slow climate change gains momentum, the relationship we have with commodities will be affected in wide-ranging ways—some more obvious than others.
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