Browsing: renewable energy

Posts Tagged ‘ renewable energy ’

Ignoring Energy Transition Realities, Part I

May 21st, 2021 | Filed under: Featured Post, Newly Added, ESG, Commodities & Natural Resources

By Goehring & Rozecwajg We are making a terrible mistake when it comes to future energy policies. In previous letters, we have touched upon the challenges of the so-called “energy transition.” Today, we will explain in detail the imminent harm awaiting investors and policy makers who fail to acknowledge certainRead More

Real Estate Debt and Sustainability

Mar 14th, 2021 | Filed under: Featured Post, Real Estate, Infrastructure, Manager Selection, ESG, Commodities & Natural Resources

A new report from two executives at Aviva Investors, the global asset manager that is part of the UK-based Aviva Group, looks at real estate debt as a way to play the transition to a low-emissions or even a no-net-emissions world. One key source of value here is that theRead More

The Two Faces of Investing in Renewables

May 27th, 2019 | Filed under: Emerging Asset Classes, State of the Industry, Featured Post, Newly Added, Asset Allocation, ESG, Hedge Funds, Commodities & Natural Resources

Renewable energy, however defined, is widely seen as a sustainable and socially responsible (and, if the investing is done right, very profitable) addition to one’s portfolio. Indeed, such entities as the Institute for Energy Economics and Financial Analysis, an Ohio based research-and-analysis shop, exist to show that renewables are theRead More

A Call to Norway to Invest in Renewables

Sep 14th, 2017 | Filed under: State of the Industry, Featured Post, Newly Added, ESG

A new paper from the Institute for Energy Economics and Financial Analysis looks at Norway’s pension fund, which is now in the process of increasing its investment in stock from 62.5% of the portfolio to 70%. The total portfolio value is now $7.5 trillion NOK, or about US $976 billion.Read More

The Political Implications of America’s Oil & Gas Boom

Jan 29th, 2013 | Filed under: Commodities & Natural Resources

James Stafford of talks to economist James Kwak about the implications of the U.S. oil and gas boom.Read More