climate change

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?

The Munro Climate Change Leaders Fund aims to set itself apart from climate ETFs with an active management overlay.

In this article we discuss how climate-related events can impact infrastructure operators and their investors

GMO's co-founder and chief investment strategist continues to warn of darker times ahead. But that doesn't mean there isn't opportunity.

While climate change remains a threat, rapid advancements in technology can play an important role in tackling this challenge.

By nature they’re sceptics, and at key junctures become contrarians. I show why they should disbelieve the orthodoxy – and why it matters.

There has been quite a bit written on the Emissions Trading Scheme (ETS) in recent weeks and months as a lot of upheaval has occurred. For those less familiar with the...

Munro's James Tsinidis believes that the tide is turning for growth investing. Find out about the $50 trillion opportunity he's pursuing.

The Inflation Reduction Act will incentivise the growth of the renewables sector, creating a “supercycle” of investment and development

Most believe that it’s a fact, but they’re ignoring or denying data. An examination of these data demonstrates that it’s mostly fiction.

ESG scores are fine in principle but have very little to do with important investment questions for carbon emissions. We prefer to look at physical efficiency metrics...

Taking into proper consideration advantages and benefits as well as costs and disadvantages, any conventional investment portfolio shouldn’t merely consider fossil...

So Rishi Sunak did eventually bow to pressure and join other world leaders at the second most attended climate negotiations of all time. But as global attention now...

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the 1970s. Its episodes entitled ‘Denial’, ‘Doubt’...

The world has already rapidly shifted towards the new economy. As it stands today, one sector out of 11 currently accounts for a fifth of the MSCI World Index -...

Whether you believe in climate change or not, a growing group of investment leaders continue to trumpet the enormous opportunity offered by the transition to net zero...

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...

Once upon a time, investors believed you could either make money or help the world. In the modern fairy tale, you can do both – and it’s not a fiction, it’s a...

Not every decarbonisation stock is an opportunity, nor is every company a likely shot at sticking around through the next decade and beyond. Here at Munro Partners,...