ESG & Climate Changesee more…

  1. Ep. 145: Andrew Revkin on What to Do About Climate Risk 

    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. 

  2. Electric Vehicles: Massive Growth but Investment Opportunities Are Elusive

    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.

  3. Ep. 140: Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto 

    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...

  1. COP27: Clean Energy Not Ready for Prime Time Yet

    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.

  2. Overweight Clean Energy ETFs

    John Tierney

    We upgrade several clean energy ETFs from marketweight to overweight, including BATT, LIT, TAN, FAN and GRID.

  3. Ep. 107: Josh Young on $200 Oil and the Structural Energy Supply Problem

    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.

IPCC Report Issues ‘Last Call’ to Start Journey to +1.5°C

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°.

To Hamstring Russia, Firms and Households Must Play Their Part

Henry Occleston

The Russian invasion of Ukraine has outraged much of Europe, and the rest of the world. Aid to the Ukrainian administration...

  1. Renewables and Russia – A Tailwind for Turbines

    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.

  2. The EU Taxonomy: Its Meaning, Objectives and Usage

    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...

  3. How to Build Eco-Friendly Portfolios (Without Losing Returns)

    Sam van de Schootbrugge

    A new BIS working paper examines how decreasing carbon footprints impacts a passive investor’s portfolio performance...

2022 Grey Swans: The Complete List

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...

Does ESG Investing Force Dirty Companies to Change?

Sam van de Schootbrugge

A Journal of Banking and Finance paper examines whether mutual fund decarbonisation affects the stock prices of divested firms and...

  1. 2022 Grey Swan #5: La Nina Strikes Hard – Noah’s Ark Time?

    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...

  2. Ep. 91: Fabio Natalucci on COVID, Crypto and Climate

    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...

  3. Climate COP-Out – All About China

    Bilal Hafeez

    ‘COP26 is a failure’, says climate activist Greta Thunberg, referring to the ongoing UN climate conference in Glasgow. ‘Net zero by 2050...

Brace for a Selloff (and Buy Opportunity) in the Clean Energy Sector

John Tierney

Summary. Climate activists hope COP26 will jumpstart a global push to cut emissions. But the world is on track to increase emissions...

Ep. 82: Anas Alhajji On the Energy Outlook, Climate Change and Arctic Oil

Bilal Hafeez

Dr. Anas Alhajji is a leading energy markets expert, and advises governments, companies, financial institutions on energy markets...

ESG Investing and Climate Change Analysis

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