Browsing Category
Energy Transition
50 posts
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…
January 1, 2024
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…
November 29, 2023
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…
November 29, 2023
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…
November 26, 2023
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
November 12, 2023
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…
November 2, 2023
What happened to ESG stocks?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
October 23, 2023
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…
October 22, 2023
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
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…
August 31, 2023
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
August 25, 2023
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,…
August 10, 2023
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
July 31, 2023
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…
May 23, 2023
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
May 11, 2023