ESG & Climate Changesee more…

  1. 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.

  2. 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°.

  3. 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...

  1. ESG ETFs Are Not About ESG Investing

    John Tierney

    Back in May we asked, does an investment strategy based on environmental, social, and governance (ESG) principles make sense from an...

  2. Clean Energy ETFs Are a Buy for Patient Investors

    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...

  3. Global Warming Is Still a Talking Point

    John Tierney

    In this instalment on climate change, we examine what society must do to limit global warming to +1.5°C to +2.0°C relative to...

EU Faces Uphill Struggle to Fight Climate Change

John Tierney

Most immediately, all 27 EU countries must agree to and sign off on this plan, which could take over two years. There are already...

Why Society Is Not Ready to Fight Climate Change in Earnest

John Tierney

Climate scientists have much to tell us about the quantity of greenhouse gases being emitted annually, and how it has affected...

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