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Nyet zero: what Putin’s war could mean for the green transition
The current situation in Ukraine is truly heartbreaking. As people first and foremost, we are all deeply affected by the suffering playing out on our screens. And as climate investment specialists, we want to examine how these events could reshape our journey to net zero – as well as the macroeconomic and geopolitical forces that […]
A difficult start to the year for the world’s innovators
It’s been an exceptionally challenging time in the markets since the start of the year – especially for innovative, climate focused companies. As a result, our three model portfolios have posted negative returns over the month of January, and up to 11 February. ● Adventurous: -10.88% , Benchmark: -5.56%1 ● Balanced: -8.92% , Benchmark: -4.86%2 […]
Markets are rocky. Here’s what we’re doing about it.
A dry month for the markets It’s fair to say that the first few weeks of 2022 have seen a lot of change in the markets. Rising inflation across major economies means that central banks are expected to raise interest rates soon, and the markets have responded accordingly – docking the value of long-term bonds […]
2022 Macroeconomic Outlook
Dealing with the spectre of inflation As the world recovers further from the COVID 19 pandemic, we expect global GDP to grow in 2022. In fact, the world’s largest economies should exceed long-term GDP forecasts, with the US, EEZ, and China expected to grow by 4%, 4.3% and 5.1% respectively. However, 2022’s big elephant in […]
2022: The year to get real about climate transition
Will 2022 play good COP to 2021’s bad COP? Despite its many shortcomings, COP26 was at least a partial success. The Glasgow Pact strengthened loss and damage finance and committed to double adaptation finance for developing countries, as well as reducing greenhouse gas emissions with more ambitious Nationally Determined Contributions1 from many countries. Yet assuming […]
Our Q3 take on the wind sector: it’s blowing hot and cold
Every three months, and over the course of about four weeks, listed companies release their quarterly results. These help financial analysts and portfolio managers assess if a company is delivering as expected, then work out if it’s still on track. As specialist climate investment professionals, we couldn’t help but notice the usual suspects’ relative weakness […]
