Global Sustainable Equity: News and Opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities at Janus Henderson, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
Hydrogen as the New Oil?
Stocks To Watch This Week: 4 Hydrogen Stocks In Focus
These hydrogen stocks are resurfacing on Wall Street. Although most attention in the stock market has been on electric car stocks and solar energy stocks, hydrogen stocks have also started to gain more attention among investors.
Why Thematic Fund Selection Is Particularly Susceptible to Fear of Missing Out (“FOMO”)?
What Biden’s Tax Proposals Miss
Earlier this month, the market took a hit on reports that the Biden Administration will propose raising capital gains tax rates to 39.6% for people earning over $1 million dollars a year.
4 Renewable Energy Stocks To Watch Before May
Sustainability Means More Than Just Green Bonds
Copper’s Role in Growing Electric Vehicle Production
Curious About Crypto? Here’s What to Ask Before Investing In Bitcoin
Investors of all sizes are wondering whether cryptocurrencies are right for them. These considerations can help guide your decision.
A Moment in Markets – Are We in A Commodity Supercycle?
The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years.
Should We Fear Inflation? | The Big Conversation | Refinitiv
The ‘Build Back Better’ Portfolio
Shining a Light on “Hidden ESG” in Smaller Companies
European smaller companies portfolio managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.
Chart of The Week: Global Economy: Fiscal Policy
Capturing More CO2
The Next Big Theme: April 2021
A regular pulse on disruptive trends by Global X ETFs: Fintech, Autonomous & Electric Vehicles, Robotics, Artificial Intelligence, Renewable Energy, and Lithium.
It has become increasingly apparent that environmental and sustainability issues matter, much more so than they did historically. In new research released by Mastercard this week, 85% of adults state they’re willing to take personal action to combat these concerns.
Aluminium’s Surge Fuelled by Fundamentals
Why the Going Is About to Get Tougher for Investing in Climate Change
After an extraordinary year in 2020, the competition for climate change growth opportunities is about to get much tougher.
Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
Chief Market Strategist Stephen Dover believes environmentally aware investing will likely substantially increase and fossil-fuel companies will likely lose. He says the wise investor will look at how infrastructure is changing.
BlackRock thinks this whole “habitable planet” trend could really catch on – so much so that the world’s biggest investment manager announced on Thursday it’s raised $4.8 billion for a new clean energy fund.
Combining Sustainability and Yield In Government Bonds
Fake Steak and Test-Tube Tomatoes
If burgers from the likes of Beyond and Impossible have already given us a taste for what ‘meat 2.0’ might taste like, then innovation currently underway takes things to a new level.