Section
ESG
768 posts
ESG Is Dying Its Inevitable Death
by Lance Roberts, RIA ESG scoring and mandates remain a subject we have contested since it sprang to…
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...
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…
To Be, or Not To Be ESG
In an article by Ross Levin at Accredited Investors Wealth Management, the complexities of ESG investing are explored,…
The Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
by Vinod Chathlani, Lead Portfolio Manager—Multi-Asset Solutions, Salima Lamdouar, Senior Research Analyst—2050 CleanTech Solutions, AllianceBernstein The global pursuit…
