Simon Webber

Lead Portfolio Manager

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Economics

28NOV 2019

Two things to watch out for at COP25 (and why climate stocks could benefit)

With the US formally withdrawing from the Paris Agreement, we look at two more encouraging developments we expect from COP25 and why we’re optimistic about climate-engaged companies.

2019

SEPTEMBER

23SEP 2019

Watch/Listen

How will climate change affect investment decisions?

With the UN Climate Action Summit taking place in New York, Simon Webber explains why climate change is such an important factor when choosing an investment.

JULY

08JUL 2019

Economics

Burning ambition: The price of tackling climate change

Europe wants to become a zero-emissions economy by 2050. To remain competitive, new green border taxes may be inevitable.

JUNE

17JUN 2019

Economics

Investors should note the approaching tipping point for renewable energy

Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.

MAY

20MAY 2019

Economics

Can Amazon really be a climate change champion?

The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.

APRIL

26APR 2019

Economics

Have investors missed the real revolution in electric vehicles?

Investors are focused on an anticipated boom in electric cars. The true acceleration in demand is happening elsewhere.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

FEBRUARY

16FEB 2018

Economics

Disruption is everywhere, but so are the investment opportunities

Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.