Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The victory of Donald Trump in the US presidential election, coupled with a lacklustre COP29 climate conference in Baku, has prompted concerns about the state of the energy transition, with some fearing progress may slow or even reverse. Such concerns are underscored by the 2024 average global temperature reaching 1.8°C above pre-industrial levels in 2024
Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.
Case for an active and pragmatic approach in climate transition investing.
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.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
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.
