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...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....
...The head of F1’s governing body told the FT last week it was “damaging the sport”....
...Speaking at the CERAWeek energy conference in Houston yesterday, Saudi Aramco chief executive Amin Nasser said the energy transition was “visibly failing on most fronts”, according to S&P....
...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....
...(Bond Vigilantes) — Why private investment isn’t driving a rapid green transition (Jacobin) — The Dream of the 90’s, Part III: Boom Goes the Fixed Investment (Employ America) — The science of happiness...
...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...
...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...
...In 2019, following a wave of green sentiment, the EU set out one of the world’s most ambitious climate policies with its Green Deal climate law....
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
...“Most of the new demand growth will be met by carbon-free generation resources,” said Xizhou Zhou, head of power and renewables at S&P....
...to “support the green transition”....
...Kerry as ‘green Kissinger’?...
...As the chart below shows, throughout 2021 US liquidity and the S&P 500 marched up in lockstep (green and light blue lines)....
...MIRANDA GREEN: --the voter ID change, the electoral commission said that in 2023's local elections, 14,000 people could have been stopped from exercising a vote they wanted to....
...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...
...BHP, Rio Tinto, Glencore, Anglo American and Vale have an average price to forward earnings ratio of 8.5 times versus 18.5 for the S&P 500, according to S&P Capital IQ and Refinitiv....
...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....
...The bond’s guaranteed principal payment is expected to be AAA-rated by S&P, according to the World Bank. The bond will be listed on the Luxembourg Stock Exchange....
...As a result, at least two firms are quietly tapping investors to put together NFL-specific funds ahead of the league’s green light....
...So he would be disappointed to learn that, in our world, tea has no future…s market....
...Pawel Kisielewski, chief executive of CCm Technologies, is among the start-up company founders benefiting from rising interest in green fertilisers....
...If you’re saying it’s green and you’re encouraging people to invest because it’s green, demonstrate that there’s some kind of mathematical logic to all of this....
...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....
...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....
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