What does COP26 mean for climate change investors – and what next? City Talk The outcome of COP26 came as a disappointment to some, given how critical climate issues are and the urgency of action within the coming decade. Overall, we don’t see COP26 as being particularly game-changing from an investment point of view. That said, there were positives to take from the conference too. Reasons to be positive [...]
Why the going is about to get tougher for investing in climate change City Talk 2020 was an extraordinary year for climate change action. Public opinion, governments, businesses and financial markets all had major shifts in their appreciation of the urgent need to address the climate crisis. More investment, research and development, and international collaboration will now come together to enable a faster transition to a net zero economy. While [...]
Why everyone’s talking about hydrogen City Talk What is all the excitement about? Renewable energy can and will decarbonise power generation. Renewable energy and batteries can and will decarbonise the automotive sector. But these technologies will not be as viable for aviation, shipping, commercial vehicles, steel or fertiliser manufacturing. In all of these vital industries it looks as though hydrogen will be [...]
Could decarbonisation be the mega-trend of the next decade? September 28, 2020 US equities have led global stock markets higher over the past decade. In the last ten years, US equities have returned a stellar 292%, compared to just 73% for global equities (as measured by the MSCI USA Index and MSCI AC World ex US Index respectively, in US dollar terms, as at 31 August 2020). [...]
What could a Biden presidency mean for climate change investing? September 7, 2020 Joe Biden in the White House, and potentially Democrats in control of the Senate too, could turbo-charge climate change as an investment theme. The US response to Covid-19 looks set to be the dominant election issue as we head towards the November polls. Myriad other issues also compete for voters’ attention, and climate change often [...]
What can the Covid-19 crisis teach us about tackling climate change? June 11, 2020 We already know how devastating climate change could be for the planet, so let’s ensure we learn the lessons from the current crisis. Covid-19 caught most of the world’s institutions and governments by surprise, leading to a global health and economic crisis unprecedented in modern times. Few people would disagree with the notion that most [...]
How coronavirus could change our working lives (and the climate) March 24, 2020 financial markets. The epicentre of the shock is clearly being felt in travel related industries, as people cancel or put holiday plans on hold, and businesses cancel conferences and move to remote working. Remote working tools widely available As an investor looking at climate change trends, these changes in working practices are interesting in an [...]
Can Amazon really be a climate change champion? June 12, 2019 Amazon is not a company normally associated with meaningful strides towards a low carbon future. Although e-commerce is typically better for the environment than heavily air-conditioned, high street stores, speedy deliveries carry a high carbon cost. Any Amazon shopper may feel a pang of guilt – as I have – at using the one day delivery [...]
Disruption is everywhere – but so are the investment opportunities February 27, 2018 I’m not usually a subscriber to “this time it’s different”, but when it comes to the emerging disruption in so many industries, “this time it’s more than average” doesn’t really seem to cut it. This time I have a feeling it really may be different, because today’s disruptions are everywhere, and that means that there [...]
