Sunday Brunch: Innovation alone will NOT save the world
Innovation is great. It's the life blood of long term value creation in many industries. But on it's own it's not enough. When it comes to putting your money to work, look beyond this to those companies that are good at taking good ideas, and turning them into profitable businesses.
Investment opportunities hiding in plain sight ?
A $330bn/year green investment opportunity. What is not to like. So what is the catch ? Yes, it's in emerging markets. But the real challenge is that we need to develop new business models.
What caught our eye - three key stories (week 3, 2024)
The cost of CCS; do EVs have a longer working life than ICEs?; the reemergence of measles
Critical minerals - will we have enough?
Kathryn Porter, who writes the Watt Logic blogs, recently did a two part detailed dive into the potential demand from the sustainability transitions for critical minerals. Part 1 sets the scene in some detail. In Part 2, the blog we are highlighting, she looks at the supply situation for two
We need more (sustainable) mining
If we want the sustainability transitions to actually happen, especially in energy and industry, then we have to accept that more mining (of some minerals) needs to happen. Full stop.
What caught our eye - three key stories (week 2, 2024)
Green investment opportunity in emerging markets; Critical mineral choke points; Soil carbon credits
Sunday Brunch: it's companies that will really deliver change (Part 1)
We should not forget that it's companies who will, by and large, deliver the changes. It's companies that will make investments, change products and services, and adopt new operational practices.
We need to invest a lot more in agriculture
25 leading philanthropies recently issued a joint report, calling for a tenfold increase in funding for regenerative and agroecological transitions to address urgent global agricultural and environmental challenges. They urge that to align food systems with the 1.5ºC goal of the Paris Agreement there is a need to phase
Could property linked finance unlock £bn of investment?
The Green Finance Institute (GFI) has recently released a report suggesting that introducing Property Linked Finance (PLF) to the UK market could enable £ billions of capital to be raised, to improve the energy efficiency of the UK’s homes and commercial buildings. While the response to the report has been
What struck a chord in 2023
Articles that went viral in 2023 garnering huge engagement.
Impact investing can align with fiduciary duty
A frequent debate is the one around impact investing and fiduciary duty. More specifically, does impact focused investing deliver financial returns that are similar to those of a meaningful benchmark? A recent Pensions for Purpose report helps with this question. At the risk of ruining the surprise - listed global
Green buildings offer good financial value as well?
We know we need greener buildings, but the 'how' is often less clear. And we need to better understand the financial implications. A recent report from the engineering consultancy ARUP, for the World Building Council for Sustainable Development, highlighted the important role that making buildings greener will play