Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Insights
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A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Autonomous driving technology is now reaching an important inflection point for wider adoption.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Justifications for a cautious view on the San Francisco office market.
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.