Section
ESG
768 posts
Stuck on Empty: How M&A Could Jumpstart Canada’s Oil & Gas Sector
by SIACharts.com The oil and gas sector is facing a less visible but increasingly important challenge to long-term…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Independent Power Producers in an Electricity Bull Market
by Thomas Shipp, Head of Equity Research, LPL Research Rising Utility: Independent Power Producers in an Electricity Bull…
Can Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?
by Patrick O'Connell, CFA, John Huang, CFA & Kathleen Dumes, CFA, AllianceBernstein New research connects intensifying natural perils…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Energy Prices Are Not Well Grounded
by Ryan Boyle, Senior Economist, Northern Trust Electricity prices in the U.S. may heat up this summer. Many…
Capitalism’s Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks We’re Poisoning Ourselves Out of Capitalism – and What Investors Must Do Next By…
Unearthing the appeal of responsibly sourced gold
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs As gold prices soar to…
The state of the energy transition: Where are we now?
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson While the politics of climate are changing, the prevailing…
Impact Equals Profit: The Investment Opportunity of a Generation
The investment industry is undergoing a transformation, one that is redefining the relationship between financial returns and global…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
Energy's Shifting Sands
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. While Canadian energy companies have proven resilient, the recent…
Justin Huhn: Exploring the Generational Bull Case for Uranium
Listen on The Move Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Responsible Investing: Four Themes to Follow in 2024
by Erin Bigley, CFA, Chief Responsibility Officer, AllianceBernstein From biodiversity and blended finance to a just transition and…
