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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....
...Last year, Shockwave completed a $147mn acquisition of Neovasc, which produces a device to treat refractory angina, another type of heart defect....
...Global Commodity Insights and co-author of a report on private equity and the energy transition....
...When we spoke recently, 1Komma5 chief executive and co-founder Philipp Schröder readily acknowledged that “the state of the market is in a downturn”....
...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...
...Issuances of green, social, sustainability, and sustainability-linked bonds, also known as GSSSB, are expected to reach more than $1tn in 2024, according to S&P Global....
...Pfizer has now completely erased its gains from 2020 and 2021, despite co-developing a widely used vaccine alongside German biotechnology company BioNTech....
...The Marathon pay example was highlighted in a new report on executive pay from Galvanize Climate Solutions, a new asset manager where billionaire US investor Tom Steyer is co-executive chair....
...That’s around a quarter of an Nvidia or a single SPDR S&P 500 ETF. Things have changed....
...Schierenbeck joins from HH2E, a green hydrogen company. SSR Mining, a Colorado-based miner, appointed Michael Sparks as chief financial officer, replacing Alison White....
...Julian Critchlow, the lead author of a recent report on the net zero workforce from consultancy Bain & Co, told me that in the short term, skills may be a tougher constraint on the energy transition than...
...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....
...She joins a number of other senior leaders and employees that have recently departed. Goldman Sachs has promoted Dan Blank to co-chair of its global M&A group....
...There are signs that Berkshire is prepared to make a significant wager on a slower pace in the green energy shift, even if it draws criticism....
...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...
...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....
...Sure, a CCC-rated PIK bond looks better than a defaulted bond in your portfolio. But, as S&P puts it when explaining why U.S....
...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....
...That trails a 165 per cent gain by Buffett over the same period and a 211 per cent total return by the S&P....
...Bluebell does not publicly disclose its holdings, but co-founder Giuseppe Bivona said BlackRock is one of the largest of its 10 to 15 concentrated positions....
...Mining is consistently underestimated and undervalued despite the fact that without it the green energy transition will not happen....
...This year, the big golf prize on Wall Street won’t be won on the 18th green at Pebble Beach....
...The benchmark S&P 500 has climbed 19 per cent in six months, while volatility — a threat to would-be floats — has remained low....
...A soothing chart from Pantheon Macroeconomics (the green line refers to an abrupt 0.6 per cent jump in homeowners’ imputed rents): Put simply: we are more relaxed than the bond market....
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