How to Navigate Energy Transition Risks
The amount of investment needed for this enormous task is $4 trillion yearly, but the effort is gearing up now.
Tag: Renewables
Asset Allocation
For Energy Transition Investing, Allocators Eye Private Assets
They provide diversification, and use of them will grow, a Schroders survey finds.
Research
More Federal Spending Is a Boon to US, Says JPM
Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.
Asset Allocation
Where ESG-Minded Investors Should Put Their Money
Despite a harsh political climate for the concept, a CIO webinar of experts offers some smart insights.
3 Fund Chieftains Explain Why Oil Prices Will Keep Rising
To Britt Harris, Marcus Frampton, and Sean Bill, big forces are aligned to buoy energy costs for a while.
Risk
Russia Bombed the Largest Nuclear Power Plant in Ukraine. Here’s How That’s Affecting Energy Stocks
Nuclear-related stocks are already seeing a dip.
Asset Allocation
Special Report: Is Wood a Good Green Fuel? Maybe Not
Controversy dogs this biomass energy source.
Manager Selection
Canada’s CPPIB Taps Deborah Orida as Its First Chief Sustainability Officer
The pension fund’s Sustainable Investing group will be moved to the Real Assets department.
Newsmakers
Britt Harris: Millennials Are Defined by Enduring Tough Economic Times
Gen Y folks are five years behind Baby Boomers financially at a comparable age, renowned UTIMCO chief laments.
Is Hydrogen the Great Renewable Hope?
Institutional investors are wary of betting on the gas until it proves itself, as the technology is nascent. But its stocks are surging anyway.
Alternatives
Net Zero Becoming More Affordable Says Goldman Sachs
Advances in technology, finance, and shareholder engagement are significantly reducing the cost of de-carbonization.
Alternatives
CPPIB Continues to Bulk Up on Renewable Energy
Canadian pension giant invests twice as much in renewable energy in 2020 as it did in 2019.
Alternatives
Top Canada Pension Plan Embraces Energy, Both Fossil Fuel and Not
CPPIB is plying the oil and gas sector for investment opportunities, as well as going into renewables.
So What if Tax Breaks Are Cut for Wind and Solar Power?
Higher demand and other financial sources should fill the gap, eventually.
Alternatives
Renewables Trump Conventional Energy for First Time, Says Preqin
Funds likely to take more of a mixed approach in energy investments going forward.