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...A number of countries have backtracked on green plans — such as Germany watering down its ban on gas boilers — leaving investors nervous about policy changes....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...Last year was the weakest for net inflows since 2019, when interest in green investments intensified. At least one climate-focused investor is forging ahead....
...new skills, new sectors, at the same time as we’re trying to run the offshore E&P [oil and gas exploration and production] industry”....
...Green energy investment trusts face investor votes on whether they should continue trading as a prolonged slump in share prices hampers access to capital and presents challenges for the green transition....
...The chart below from Goldman nicely illustrates, with actual results in light blue and prior estimates in dark green: Binky Chadha of Deutsche Bank has recently put out a more optimistic S&P earnings forecast...
...for green energy and fossil fuels....
...It also marks a contrast with pledges by Big Tech to slash greenhouse gas emissions and fuel the AI revolution with green energy, rather than fossil fuels....
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
...As the chart below shows, throughout 2021 US liquidity and the S&P 500 marched up in lockstep (green and light blue lines)....
...Lululemon’s shares have surged 49 per cent over the past 12 months — easily beating a 4.6 per cent rise for the S&P Retail Select Industry index....
...A survey by S&P Global Mobility showed that about 45 per cent of consumers across countries cited concerns over the availability of charging stations, and the time required for charging, as reasons for not...
...The New York-based asset manager on Monday warned in a report that metals needed for the “monumental” shift from an economy based on fossil fuels to a green system reliant on materials had been vastly underestimated...
...Green and Hand make two main objections. First, they tried McKinsey’s statistical approach on S&P 500 companies, and found no significant relationship. Second, they fault McKinsey’s methodology....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...Green bond issuance increased 12 per cent in 2023 to $489bn, according to a Merrill Lynch report. Another $4bn of so-called “blue bonds” were issued last year for water improvements....
...As a result, at least two firms are quietly tapping investors to put together NFL-specific funds ahead of the league’s green light....
...In the EU, funds can only be labelled as “green” if they invest in companies that follow the bloc’s own rules for clean investment and operations....
...The S&P Global flash UK PMI composite output index, a measure of the health of the private sector, rose to 53.3 in February, up from 52.9 in January and the highest since May 2023, according to data on Thursday...
...S&P estimates the annual funding gap in renewable energy investment at about $700bn a year to 2050. Using corporate PPAs to lubricate development financing is a good way to help close that gap....
...Elizabeth in phylyrea [sic], a little inclining to the green sickness, but of full growth....
...I also looked for red (or green) flags in debt ratios and historical growth rates....
...Its shares are now down more than 50 per cent this year, giving it a market cap of DKr122bn ($18bn), roughly a fifth of its value in early 2021 at the height of a push into green stocks....
...Geologists are getting excited about prospects for “gold hydrogen”: hydrogen generated naturally within Earth, a much cleaner and cheaper variety than existing “blue” or “green” variants....
...But Germany’s industrial stagnation has become a politically sensitive topic, with the country’s influential industrial lobby, the BDI, lashing out at “dogmatic” green policies that were hitting manufacturers...
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