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Sunday, 23 January 2022
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Climate-related companies will experience exponential growth driven by consumer demand and government action. Investors who identify the right companies will benefit from four themes which will last decades.
With investors focusing on sustainability more than ever before, we look at the increasing role ESG is playing in private markets and provide some insights into how to factor sustainability into investment decisions.
Renewable energy is evolving rapidly, and incumbent and non-renewable sources of energy generation have been priced out of the market. But there are many challenges when investing in such a changing paradigm.
Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.
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.
Climate change campaigns have dominated world news in the last week, but they should not include universal antagonism towards mining. We need resources to build renewables, with one exception.
Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?
The consequences of renewable energy disruption will be strongly felt by the Australian sharemarket with the falling contribution from existing energy and resource companies.
The renewables industry is hampered by the combination of a shallow venture capital market and capital-intensive technology. The recent power outages in South Australia did not help.
Renewable energy production is growing due to technology driving significant cost reductions and improvements in energy efficiency. Carbon reduction targets, tax schemes and our social conscience also help.
In late-2015 representatives from over 100 countries met in Paris for the UN's convention on climate change. There are key outcomes and implications for investors and their portfolios.
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.