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ESG
772 posts
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…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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.…