climate change

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,...

There are very few people that I would be happy to spend my Thursday evening speaking to late into the night. But, abrdn's Jeremy Lawson happens to be one of them. ...

The recent catastrophic floods across Australia’s eastern seaboard and the devastating bushfires of 2019 have elevated the topic of climate change like never before....

Working towards a net-zero emissions goal has become one of global finance's most important aspirations. The latest science suggests that to meet the Paris...

Extreme weather events in North America last summer alone incurred a damage bill of almost $500 billion for insurers and reinsurers. “And these events will continue to...

Without stating the obvious, 2022 has gotten off to a rough start. Many were infected with the Omicron variant while markets stopped climbing their wall of worry. If...

The mainstream consensus regards insurance as increasingly risky on a warming planet. In fact, some commentators have warned that Australia could be “uninsurable”. But...

The Annual General Meeting (AGM) season in Australia is no longer just for procedural matters. It can really be considered a quasi 'third earnings reporting period'...

While there is an increasing number of electric vehicles on roads, the number of public chargers remains static. In fact, Google search growth for “EV charging” is 1.5...

Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...

ESG is playing an increasingly integral role in discretionary investment managers’ toolkits. However, until recently quant managers haven’t had the data to invest on...

The 26th United Nations Climate Change Conference, commonly known as COP26, has begun in Glasgow. This month, we take a look at the key goals for the conference. We...

Energy, its costs and its production have been in the news a lot recently. Putting the politics aside, two facts remain: there are finite reserves of fossil fuels; and...

There's no longer room for scepticism: doubt, and you'll miss out. The trio of concerns at the heart of ESG investment now have the attention of world leaders, and...

World leaders will soon be heading to Glasgow for the United Nation’s Climate Conference, otherwise known as COP26. There is an expectation that the role of nuclear...

As global efforts to achieve net-zero emissions by 2050 intensify, seismic shifts are set to occur across the investment landscape. The contraction of oil and natural...

Investing is mostly about getting a lot of small things right. Buy quality companies for reasonable prices, hold them for a long time, and you'll probably do pretty...

Whether you’ve tried to fuel up your car recently, were warned by a friend to buy your Christmas presents in August, or are currently waiting over a month for the new...

Sometimes it's all about timing. At other times, it's about doing the right thing. And sometimes, as in the case of renewables, it's both. Renewable energy has...