Insights

Circular Economy

We have all lived in a world where we “take, make and waste” products. With ever-greater awareness of the flaws of this approach, there is now a determined shift away from this linear economic model towards a more circular economy.

Oil and Gas

What is the role of an oil and gas company today and are these companies still an investable proposition for a long-term, responsible investor?

Nuclear

Nuclear is another area of the energy debate that starkly divides opinion, its advantages understandably obscured by tragic incidents. Yet it remains an important part of the global energy supply today.

Methane

Methane is well known for its warming effects but could the natural gas helpfully act as a bridge fuel in the transition from fossil fuels to renewables?

Carbon Conclusions

Climate and carbon are themes set to define the investment landscape for generations to come. As long-term investors, how do we ensure that portfolios are best positioned to benefit in this lower-carbon world?

Carbon Capture and Storage

The concept of carbon capture and storage has been around since the 1970s and most observers agree that it has a critical role to play in meeting the targets of the Paris Agreement. So why is investment in this vitally important technology still lagging?

Electric Vehicles

The stars are aligning for electric vehicles, but investors will have to be careful in choosing the right companies to take advantage of investment opportunities that the growth in this sector affords.

Hydrogen

Hydrogen has not quite lived up to its potential as a source of ‘green’ energy. New technology, the ‘renewables’ revolution and global government policy changes look set brighten its long-term prospects.

Buildings

The construction and day-to-day running of buildings accounts for over 35% of global energy demand. With urbanisation driving construction around the world, how can that environmental bill be managed.

Carbon Pricing

The concept of carbon pricing has been around for some time. However, as climate concerns have moved steadily up the political agenda in recent years, calls to put a price on carbon and charge polluters for emissions have intensified.