Energy renewables

Since the adoption of the Paris Agreement in 2016 to combat rising temperatures, global investments in energy transition have risen steadily, reaching $750 billion in...

Australia’s resources sector is already one of the largest and most advanced in the world. Our well-established mining industry and world-leading mining equipment...

With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....

We complete our sustainability portfolio with defensive exposures in water, waste management, recycling, energy storage, and renewable energy, alongside our...

We’re currently in no man's land, explains Fat Tail Investment Research’s editorial director Greg Canavan. “You’ve got commodity dollars filling up the coffers and...

The passage of the Inflation Reduction Act in the United States will inject US$369 billion into the US clean energy economy, boosting investment in a range of...

Renewables vs Fossils: The relative performance of clean energy vs fossil fuel stocks has featured some wild boom/bust cycles over the past two decades. The current...

Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been...

Every industry faces the challenge of decarbonisation but none more so than the real estate sector. Back in 2019, The Global Status Report for Buildings and...

Among all the concerns about Russian oil and gas, there’s been one unexpected beneficiary. Without any need for consumable fuels, renewable energy looks set for higher...