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.
Bilal Hafeez
Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.
Bilal Hafeez
Andrew Revkin is one of America’s most honoured and experienced environmental journalists and the founding director of the new Initiative on Communication and Sustainability at Columbia University's Earth Institute.
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.
Bilal Hafeez
Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sprocket...
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.
Bilal Hafeez
Josh Young is the Chief Investment Officer and Founder of Bison Interests – an investment firm that focuses on the publicly traded oil and gas sector.
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.
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
Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives...
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...
Bilal Hafeez
Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, financial institutions on energy markets...
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