John Tierney
Our clean energy ETFs trades have underperformed for various obvious reasons, including a slow transition to clean energy technologies, Covid-related lockdowns in China, and a high concentration of loss-making companies.
Richard Jones
Developing countries face disproportionate challenges when addressing climate risks. Therefore, rich countries must cut emissions more to allow poorer countries to pursue economic development and address climate risks.
Richard Jones
Despite recent advances, the US, EU, and UK have much to do to address climate challenges. Nuclear energy will again become integral to the move to clean energy, with fusion becoming more important.
Richard Jones
Global climate challenges are complex. Addressing them goes beyond the environment and extends to global diplomacy and growth in developing countries.
John Tierney
President Biden made a big splash with his goal to boost electric vehicles to 50% of US auto sales by 2030. To get there, EV sales will have to grow some 33% annually.
John Tierney
Clean energy has been the worst-performing sector in our model portfolio in 2022. But over the past seven years, it has outperformed the broader market.
John Tierney
We upgrade several clean energy ETFs from marketweight to overweight, including BATT, LIT, TAN, FAN and GRID.
John Tierney
The Intergovernmental Panel on Climate Change states bluntly that immediate cuts in emissions are essential to have any chance of limiting global warming to 2°.
Henry Occleston
The Russian invasion of Ukraine has outraged much of Europe, and the rest of the world. Aid to the Ukrainian administration...
Henry Occleston
The EU is hugely exposed to Russian energy – not just in gas but nearly all fossil fuels. The exposure hinders it from pursuing foreign policy goals.
Henry Occleston
The EU taxonomy (or green taxonomy) arose in response to the issue of greenwashing. So-called green investment and green finance have been...
Sam van de Schootbrugge
A new BIS working paper examines how decreasing carbon footprints impacts a passive investor’s portfolio performance...
Bilal Hafeez
2021 has felt full of Grey Swans, from continuing COVID mutations to low rates in the face of high inflation. We therefore continue our tradition of picking Grey Swans...
Sam van de Schootbrugge
A Journal of Banking and Finance paper examines whether mutual fund decarbonisation affects the stock prices of divested firms and...
John Tierney
The 2021-22 winter will be a La Niña event – like last year. The massive rainstorms and flooding that hit British Columbia in November were...
Bilal Hafeez
‘COP26 is a failure’, says climate activist Greta Thunberg, referring to the ongoing UN climate conference in Glasgow. ‘Net zero by 2050...
John Tierney
Summary. Climate activists hope COP26 will jumpstart a global push to cut emissions. But the world is on track to increase emissions...
John Tierney
Back in May we asked, does an investment strategy based on environmental, social, and governance (ESG) principles make sense from an...
John Tierney
In its latest report, the International Panel on Climate Change (IPCC) was as blunt as possible. Global temperatures will be hotter, and some climate changes are already irreversible...
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