27 Jan 2021
Net zero - looking for the right path
Net zero is the ultimate goal in the climate change debate. But what is the cost? Head of Research, Harold Hutchinson unpacks some of the issues relating to technology choice and market signals in his latest blog entry.
4 min read
06 Jan 2021
Visible climate damage and the Invisible Hand
A Happy New Year to everyone. With COP26 scheduled for November 2021, one of the key themes of the blog this year will be the environment. Today I start with what I consider to be one of the most important issues – clarifying the role of markets within the energy transition.
3 min read
25 Nov 2020
Value versus growth – two eyes are better than one
Value or growth? Harold takes a look at what should be focussed on for successful investing.
3 min read
20 Oct 2020
How does ESG make an impact?
In this week's blog post, Harold debates both sides of the ESG argument, in particular views from Professor Aswath Damodaran.
3 min read
29 Sep 2020
The opportunity in nature's diversity
The solution to an intractable problem sometimes boils down to finding a new way to look at it.
3 min read
09 Sep 2020
Climate change – two books, one message
Occasionally, I come across a ‘must-read’ book. Rarely do I come across two simultaneously. Yet that is what happened this summer.
3 min read