Section
Energy Transition
57 posts
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
Oil Investments Are Expected to Make this Texas University the Nation’s Wealthiest School
by Frank Holmes, CEO, CIO, U.S. Global Investors The University of Texas at Austin (UT), just a couple…
Is Europe Changing Its Tune on Nuclear Power?
by Frank Holmes, CEO, CIO, U.S. Global Investors Winter is coming for Europe, and energy prices are soaring…
The Intended and Unforeseen Opportunities of ESG
Listen on The Move ESG has gathered a lot of steam as an essential and strategic investment component…
Fuel For Thought
by Carl Tannenbaum, Chief Economist, Northern Trust Markets are expecting lower gasoline prices ahead. I had to fill…
The intersection of ESG and mining companies
by Alex Cousley, Russell Investments ESG (environmental, social and governance) has become a key focus of the investment…
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
The transition to a low carbon economy
by Anna Hawley, Travis Cooke, and Gerald Garvey, Blackrock Russia’s tragic invasion of Ukraine has layered on existing…
Don’t settle for ESG rankings. Focus on materiality instead.
by Sophia Wang, Russell Investments Do investors know what’s going into their ESG funds? The Wall Street Journal…
Four Counterpoints to ESG Investing Critics
by Dan Roarty, Chief Investment Officer, Sustainable Thematic Equities, AllianceBernstein The dramatic growth of sustainable portfolios has raised…
Morgan Stanley: Global Carbon Credits Primer 2022
by Jessica Alsford, Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
Has Oil Gotten Ahead of Itself?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening…
Investing in energy transition: gray area between green and brown economies
by Anna Hawley, CFA, Lead ESG Portfolio Manager for Systematic Active Equity, Travis Cooke, CFA, Head of North…
