Energy (13)

Market volatility: What does it mean for investors?
Investment strategy

Market volatility: What does it mean for investors?

With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...

By Ben Bennett

27 Jan 2022

3 min read

Tweaks and GICS: themes and sectors’ shifting sands
Cosmo Elms
Investment strategy

Tweaks and GICS: themes and sectors’ shifting sands

The latest consultation on sector classification reaffirms our conviction that thematic strategie...
By Cosmo Elms
09 Dec 2021
3 min read
Coal: It’s better to phase out than to burn away
Jonathan Constable
ESG and long term themes

Coal: It’s better to phase out than to burn away

There is still much work to do to phase out coal in Europe, but some utilities could accelerate...
By Jonathan Constable
09 Aug 2021
4 min read
Shell signal: what a court ruling means for big oil
ESG and long term themes

Shell signal: what a court ruling means for big oil

Have the oil majors just had their Grady Carter moment?  
By Nick StansburyIancu DaramusCourt Gilbert
27 May 2021
3 min read
Blackouts and batteries: making electricity grids more resilient
ESG and long term themes

Blackouts and batteries: making electricity grids more resilient

The unveiling of the world’s largest battery storage project is an important step in the global...

By Aanand Venkatramanan

01 Sep 2020

3 min read

The great blackout of 2019 and our renewable dreams
Nick Stansbury
ESG and long term themes

The great blackout of 2019 and our renewable dreams

A massive power cut reminds us that the transition to renewable energy poses plenty of challenges.
By Nick Stansbury
23 Aug 2019
3 min read
Can batteries jump start the transition to renewable energy?
ESG and long term themes

Can batteries jump start the transition to renewable energy?

Improvements in battery technology will underpin the world’s transition to renewable energy.
By Aude MartinLuca Ramotti
12 Aug 2019
3 min read
Investors to BP: how will you win on climate change?
Catherine Ogden
ESG and long term themes

Investors to BP: how will you win on climate change?

We and other major shareholders want oil major BP to explain how its strategy is consistent with...
By Catherine Ogden
04 Feb 2019
3 min read