Browsing Category
Energy Transition
41 posts
Financing a Sustainable World: Global Banks Take Center Stage
by Tiffanie Wong, CFA, Director—Fixed Income Responsible Investing Portfolio Management; Director—US Investment-Grade Credit Patrick O'Connell, CFA, Director—Fixed Income…
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
TS Lombard: Double Trouble Ahead
by Grace Fan, TS Lombard Copyright © TS Lombard
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
Glencore's Teck strategy: high coal prices, ESG-driven profitability.
Coal may not be the most popular energy source, but it continues to be consumed by many. The…
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
An Unconventional Energy Transition Approach
As we continue to face the consequences of climate change, investors are increasingly interested in supporting companies committed…
Are Net Zero Oil Emissions by 2050 Possible?
Energy experts have been trying to figure out what will happen to oil demand by 2050 when we…
The Politics of ESG Investing... the mounting backlash
Environmental, social and governance (ESG) investing has gained more traction over the past few years, but not everyone…
Impact investing: How a fund of funds approach can help address challenges
by Samantha Steele, Russell Investments Private equity markets have seen a surge of interest in impact investing in…
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
