Section
ESG
756 posts
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
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,…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
To divest, or not to divest? That is the question
by Fran Lopez de Saa, Russell Investments Executive summary: We believe that avoiding whole sectors or business models…
RBC GAM: The Global Investment Outlook (Summer 2023)
by Dan Chornous, CIO, and Team, RBC Global Asset Management Copyright © RBC Global Asset Management
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…
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
TS Lombard: Double Trouble Ahead
by Grace Fan, TS Lombard Copyright © TS Lombard
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
Will Fed hawks go too far in their inflation fight?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Inflation is cooling It's clear that the U.S.…
Water Scarcity: Sustainable Investors Address a Growing Scourge
by David Wheeler, CFA, Portfolio Manager—Sustainable Climate Solutions; Senior Research Analyst—Sustainable Thematic Equities, & Daniel C. Roarty, CFA,…
Glencore's Teck strategy: high coal prices, ESG-driven profitability.
Coal may not be the most popular energy source, but it continues to be consumed by many. The…
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…