Section
Energy Transition
61 posts
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…
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...
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years itâs…
Has Oil Gotten Ahead of Itself?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Of course, the backdrop right now is Russiaâa large petroleum-producing countryâthreatening…
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…
Industrials: Decarbonization
by Angela Rhoden, MBA, CFAÂŽ, AGF Management Ltd. In Part Three of this four-part series, global equity analyst…
Decarbonomics: The Greenflation Battle is Just Beginning
Copyright Š TS Lombard About TS Lombard TS Lombard formerly known as Lombard Street Research is a macroeconomic…
Can Emerging Market Countries Be Held to the Same ESG Standards That Developed Markets Are?
by The editor's desk, AGF Management Ltd. As ESG goes mainstream, is it possible for emerging market (EM)…
COP26: The Heat Is On
by Jonathan Bailey, Head of ESG Investing, Sarah Peasey, Director of European ESG Investing, Neuberger Berman Why COP26…
Sustainable Investing Through the Supply Chain: Electric Vehicles
by Salima Lamdouar, and Patrick O'Connell, CFA, AllianceBernstein ESG in Action The shift to electric vehicles means major…
The Age of Transformation
by Joachim Fels, Andrew Balls, & Daniel J. Ivascyn, PIMCO Summary In the next five years the global…
Are We at the Inflection Point of Climate Change Investing?
by Yu (Ben) Meng, Ph.D., Franklin Templeton Investments Received wisdom in financial markets is being challenged by rising…
âNuclear Optionâ On the Table; Backlash Against the Greens?
by Greg Valliere, AGF Management Ltd. Backlash Against the Greens? DESPERATE DEMOCRATS ARE CONSIDERING THE âNUCLEAR OPTIONâ â…
The Inflation Generation
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman Temporary price spikes over the past 20 or 30…
Fossil Fuels Are Under Siege. Is Misinformation to Blame?
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors It's becoming more and more difficult to…
18 Nicolas Piquard on The Bull Case for Uranium (and Uranium Stocks)
Listen on the move: Nicolas Piquard, Vice President, and Portfolio Manager at Horizons ETFs joins us for…
