energytransition
The UK needs greater energy independence, with a diversified supply that’s as clean as possible. Here are three investment trusts aiming to play a part in this energy transition. Greencoat UK WindSDCL Energy Efficiency IncomeGresham House Energy Storage FundTara Clee, ESG Analyst, Hargreaves Lansdown “The turmoil in the energy market is a key driving factor in the cost-of-living crisis. Futures markets are pricing European gas at twice or three times their 2021 levels for at least the next three years, as the war in Ukraine creates continued supply uncertainty. Q2 2022 hedge fund letters, conf...
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Bridge Alternatives Commodity Hedge Fund Index includes 15 largest commodity hedge fund managers by assets under managementQ4 2021 hedge fund letters, conferences and more Index recorded a second consecutive year of positive double-digit performance for commodities-focused hedge fundsTotal assets under management by the index constituents grew by more than $3bn over 2021Commodity-Focused Hedge Funds Showed A Strong Performance In 2021Wednesday 19 January 2022 – Bridge Alternatives, the specialist alternative investment advisor, has revealed that commodity-focused hedge funds saw a “strong perf...
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Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Q1 2021 hedge fund letters, conferences and more Background:I am currently trying to build up exposure to what I expect to be a long term trend towards electrification (see the first post). As I am still learning on the way, I decided to start with a “basket” approach where I try to build a basket of (lower weighted) potentially interesting stocks and then dive deeper during the following months/years So the initial analysis will be a little bit more shallow than usual. This should be seen as a “scientific experiment”, ...
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BNP Paribas Asset Management’s investment outlook for 2021, titled, “Legacy of the Lockdowns.”Q3 2020 hedge fund letters, conferences and moreIn our 2021 Investment Outlook, we seek to help investors navigate the next phases of the pandemic, the legacy of the lockdowns, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at the same time as the world tackles the social and economic problems laid bare by the pandemic.A Sustainable RecoveryWe devote a significant section of our outlook to the opportunities that we believe the green economic transf...
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Governments around the world are in the first inning of a clean-energy transition. In arguably no other market will those changes be more impactful than in the real assets space.Q3 2020 hedge fund letters, conferences and moreThe Case For Investing In Real AssetsA core tenet of our case for investing in real assets is that the transition to a low carbon economy makes the space a fertile investment opportunity. Further, we posit that the path toward carbon neutrality should be the North Star guiding investors’ evaluation of real asset business models.The reason real asset businesses have such a...
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In our recent writing on the energy transition, one of the themes we have touched on is the need to increase investment in two types of firms: transitioning companies and enabling companies. These are businesses that either make goods to enable a transition or businesses that produce economically critical goods that need to transition their processes to lower carbon outputs.Q3 2020 hedge fund letters, conferences and moreInnovation In Cleantech CompaniesEnablers may spring from existing firms or emerge as new businesses. The opportunities range from carbon capture technology to grid-scale batt...
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