Asset Allocation
Is the dominance of the magnificent seven bad news for your carbon footprint?
Could US stock market concentration become a stumbling block on the road to net zero?
Australia could become a major clean energy exporter: will super funds finance the dream?
At the ACSI 2024 Annual Conference, asset owners discussed their role in redefining Australia’s economic identity
Green hydrogen: the ‘champagne’ of the energy transition?
As part of Net Zero Investor’s first instalment in a climate solutions series, Aysha Gilmore takes a deeper look at the case for investing in hydrogen
Strategic overhaul at the People’s Pension: £15bn invested in climate tilted stocks
The People’s Pension, one of the UK’s largest private workplace pension providers has introduced an overhaul of its investment strategy, with more than half of its assets to be invested in climate aware equity strategies
NZI with Mona - investing in energy transition stocks
Energy transition stocks have had a tough time in 2023, could they make a comeback? Mona Dohle, editor at Net Zero Investor sits down with Robin Kollannur, portfolio manager at ScopeFour Capital and Tyler Blickhan, associate director investments at Ascension Investment Management to discuss the opportunities
Are Australian super funds aligned with Canberra’s 2030 emissions target?
Australia’s asset owners are looking to ‘super’ charge the country’s transition but some are making more progress than others
Why investors should think more seriously about oil prices
Oil companies and their investors are betting big on a delayed transition yet their misalignment with net-zero is a recipe for financial disaster, NGOs and thinktank sources claim
NY Common Retirement Fund cuts fossil fuel holdings
The New York State Common Retirement Fund has announced divestments in eight oil and gas companies whilst doubling its investments in climate solutions
Is now the time to reconsider your passive exposure to fossil fuels?
Despite a short-term profit boost, fossil fuel stocks have dragged down global equity indices, as the energy transition picks up pace, their outlook is even gloomier
Oregon pension fund to review fossil fuel investments
The Oregon state pension fund has launched its net zero strategy and committed to reaching net zero by 2050
