Month: December 2021

Sustainable Investing weekly blog: 10th Dec 2021 (Issue 19)

This weeks top story highlights our recently published thematic research on the wider Agtech space, highlighting the long term opportunities in salmon,  in precision ag/robotics and in ag biotech, plus the long term risks to the Agchem sector. In Electrification, we follow up with a piece on (another) report setting out the case for 100% renewable electricity generation,  plus in Demographics, we examine the importance of population trends and role played by the politics during our formative years on our beliefs and attitudes to risk . We finish with a guest story from our human rights expert on  why we need to watch the increasing human rights concerns regarding cobalt mining. Our last thought highlights some fairly brutal feedback in a Bloomberg article on how some ESG scores are created.

Sustainable Investing weekly blog: 3rd Dec 2021 (Issue 18)

This weeks top story picks up on an shift in policy from the EU toward the future applications of green hydrogen, with a move away from hydrogen cars. We follow up on the upcoming SPAC deal for Voltus, one of the leading distributed energy companies in the US,  plus in Agtech, we examine the rise of the use of insects as protein in animal feed. We finish with a guest story from our human rights expert on why we should care about the UN Guiding Principles . Our last thought highlights the potentially important role that whales play in carbon reduction