Section
Energy Transition
57 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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.…
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.…
