Alternative Investments… Capital Allocation in a Climate-Constrained Economy 23 Mar 2026March 16, 2026 Why the next era of competitive advantage will be won not by access to capital, but by disciplined allocation of it For most of modern finance, capital allocation has been…
Alternative Investments… Climate-Aware Capital Markets and the Imperative of Private Capital Accountability 16 Mar 2026March 13, 2026 Introduction Climate change has moved decisively from the margins of environmental policy into the core architecture of global finance. What was once framed primarily as an environmental externality is now…
Alternative Investments… Evaluating Gas Companies: Metrics That Matter 3 Dec 2025December 3, 2025 The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…
Green Investing… Climate Investment Theme: Renewable Energy Investments 13 Jul 2023September 19, 2024 Renewable energy investments offer a range of opportunities for investors seeking to support clean energy generation and capitalize on the transition to a sustainable energy future. Key investment opportunities and…
Alternative Investments… Investment Portfolios in Pursuit of 1.5-Degree Climate Goal 5 Feb 2023June 27, 2024 Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun's energy are expected to drive global temperatures above 1.5…
Alternative Investments… Investment in Carbon Capture and Storage 10 Aug 2022August 5, 2024 Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are…
Portfolio Management… Climate-Focused Portfolio Approaches 28 Apr 2022September 18, 2024 Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy,…