Section
Energy Transition
61 posts
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…
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...
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…
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…
