Section
Energy Transition
56 posts
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…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
What happened at COP28 and why does it matter to the average investor?
by Kris Nelson, CFA & Jihan Diolosa, Russell Investments When stakeholders convened at COP28, the 28th Conference of…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
The energy transition, Part 3: Implications for economies and markets
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: There is broad agreement that economic damages will…
The energy transition, Part 2: The transition challenge
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: Fossil fuels, particularly oil, are difficult to replace…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
The energy transition, Part 1: A primer on the clean energy transition
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: A transition away from fossil fuels is likely…
What happened to ESG stocks?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
The Global Challenges for the Next Generation
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman The Annual IMF Meetings in Marrakech raised…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
