Energy transition

Highlight

Economics

26NOV 2019

Green growth: a low-carbon dream?

Reducing global production and consumption is gaining traction as a potential solution to the climate crisis. However, we think green growth is possible and highlight why investors should care.

2019

OCTOBER

29OCT 2019

Economics

Will CO2 rules choke car industry profits?

Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.

03OCT 2019

Economics

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

SEPTEMBER

17SEP 2019

Economics

Can we avoid an energy crunch?

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.

03SEP 2019

Economics

Ten things every investor needs to know about offshore wind power

As offshore wind approaches cost competitiveness, the potential for growth is huge. What does this mean for investors?

AUGUST

28AUG 2019

Economics

Will electric cars create shocking losses or supercharge profits?

Many investors are worried that the switch to electric could hurt the profits of car-makers. Few have considered how the industry may stand to benefit.

JULY

30JUL 2019

Economics

Is sustainable air travel an electric dream?

The electrification of small planes is an exciting development, but it won’t be anywhere near enough to offset aviation’s hefty carbon footprint.

24JUL 2019

Economics

Why we're at a tipping point for clean energy

Renewable energy has been around for a while but there are now three drivers working together to speed up the transition away from fossil fuels.