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Tuesday, 25 January 2022
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Hundreds of green hydrogen projects show this energy opportunity is finally being taken seriously. While a cost disadvantage and technical challenges need to be overcome, it promises to deliver a path to net zero.
Throughout time, transformative technology has changed the course of human history, but it is easy to be lulled into believing new technology will also transform investment returns. Where's the tipping point?
The gradual switch to electric vehicles is underway, but given the obvious shortcomings of fossil fuels, there are a surprising number of problems electric cars need to overcome. EVs have not yet won the race.
At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?
With coal, gas and oil, the more we use, the deeper we need to dig and the more expensive energy becomes. Solar and battery power are on a technology curve: the more the world produces, the cheaper it becomes.
Fossil fuel divestment can impact a company’s prospects, and push capital into renewables. Refusing to invest in companies that cause climate change denies their social licence to operate.
The consequences of renewable energy disruption will be strongly felt by the Australian sharemarket with the falling contribution from existing energy and resource companies.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.
It's a dilemma for fund managers to make divestment decisions on behalf of investors based on philosophical grounds. Does it reflect the investors' beliefs and will it adversely impact returns?
John D Rockefeller turned in his grave when the news drifted in that the Rockefeller Brothers Fund was divesting from fossil fuel companies. What are the responsibilities of companies, funds, directors and trustees?
Looking at the big picture, the world will gradually move away from fossil fuels to renewable energy. Progress will be slow and timing uncertain, but investments will need to adapt to the change in energy usage.
Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.
Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.
The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.
This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.
The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.
Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.