Case for an active and pragmatic approach in climate transition investing.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Daniel Sullivan discusses the outlook for 2024 and explains his team’s constructive view for the resources sector.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Reasons for adopting a ‘blended approach’ approach that mixes investments in responsible resources with other low-carbon equity investments.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.
Truly green, carbon-free steel is being produced at the HYBRIT pilot project in Sweden.
Strong demand for resources and the diversification merits of a long-term allocation to the asset class.
A discussion on green energy and the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.