Section
ESG
774 posts
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Crazies: How much trouble could a wind farm cause?
Land, Legacy, and the New Oligarchs of Montana What unfolds in the most recent episode of Smead Capital…
Wealth as a Means, Not a Goal: Investing With Intention in a Polarized World
Listen on The Move In this wide-ranging and human conversation, host Pierre Daillie sits down with Tim…
Energy’s Stealth Rotation: The One Sector Acting Nothing Like the Others
by SIACharts.com Northern South America and Mexico form one of the most strategically important energy corridors in the…
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…
Uranium Ignites: Energy Fuels Rockets 54% in Weeks
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in sectors where money flow trends are…
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…