Simon Webber and Giles Money, portfolio managers for the Global Climate Change strategy, look ahead into 2013
Some critics argue that natural gas - a much cleaner fossil fuel than coal or oil - has little role to play in ‘the solution’ to climate change. They argue that gas-focussed stocks do not, therefore, deserve a place in a climate change focussed fund. Simon Webber argues why, on the contrary, gas is crucial to the path to clean energy and sets out the implications for investors.
As Japan rebuilds itself almost one year on, it seems that despite all the negative and dramatic publicity, nuclear power generation has survived.
Simon Webber, Portfolio Manager, and Giles Money, Portfolio Manager, look ahead into 2012
Many of the fundamental drivers of the climate change theme are turning up in 2011. Energy prices have begun to rise, public climate change concern has increased once more, and business confidence to invest in new solutions is increasing.
This paper looks at the changing landscape of the auto industry and explores the industry implications of the technology battle for environmental leadership.
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