“Transitioning to a net-zero carbon economy* is vitally important, and corporate bonds will play a critical role in the transition.…Continue readingAllianceBernstein: Understanding Your Bond Portfolio’s Carbon Footprint.

“The only reasonable conclusion from reading [this book] it is that short-termism is like the proverbial emperor with no clothes.…Continue readingA Deconstruction of the Short-Termism Thesis.

“Despite the urgency coming from Russia’s invasion of Ukraine, a transition from fossil fuels to clean energy cannot happen without…Continue readingMoving to Clean Energy–Will It Take a War?

“As energy stocks surged and tech tumbled, sustainable portfolios had a tough quarter.” [COMMENTARY]I argue that most ESG funds are…Continue readingIt’s Been a Rough Start to 2022 for Sustainable Investing Stock Strategies.

“Climate-related financial risks are getting growing attention — but a new survey from BCG casts doubt on how seriously institutional…Continue readingESG — A Mystery and a Shock Poll.

“Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is…Continue readingWhy investors may need to pivot from ESG towards carbon-intensive industries.