Thematic: Climate Change
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Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series.8 December
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Does Australia have what it takes to be a hydrogen superpower?
Zero emissions hydrogen has the potential to supplant oil and gas as the fuel of the future — Australia is in a brilliant position to take advantage of this investing theme.17 November
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Did plastic straw bans work? Yes, but not in the way you’d think
National Geographic calculated that of the 8 million tons of plastic deposited into the world’s oceans each year, only 0.025 percent is comprised of plastic straws.25th Aug, 2023
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Mining’s Decarbonisation Opportunity
the mining industry is going to become the world’s most important industry to achieve net zero. Now that statement might surprise you. It might fill you with rage. But bear with us as we unpack it. Today Sascha and Alec talk about just how big this opportunity might be.24 July
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The size of mining’s decarbonisation opportunity
This article is the best we’ve come across that outlines the absolute scale of the challenge and the size of the opportunity in the energy transition.17th Jul, 2023
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Rich nations are spending billions to fight climate change. The money is going to strange places.
As the world starts to face the challenge of climate change head on, wealthier nations have been asked to put their money where their mouth is and help fund the energy transition for developing countries.13th Jun, 2023
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Climate Change
The fossil fuel industry owes at least $23.2 trillion in reparations for climate change
Saudi Aramco, ExxonMobil, Shell, BP and Chevron are the companies that owe the most for damages to the climate -
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Inside Big Beef’s climate messaging machine: confuse, defend and downplay
This article, published in The Guardian, has been written by a graduate of an online training course created by America’s National Cattlemen’s Beef Association called the Masters of Beef Advocacy program.30th May, 2023
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Have all the beers gone woke? An investigation
While we were travelling in America, one business story seemed to pop up again and again: American beer companies going ‘woke’.24th May, 2023
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From $330,000 to $10: Lab-grown meat is coming to a plate near you
Today Alec and Sascha ask, how close are we to eating lab-grown meat? And is it lab-grown meat vegan?13 March
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Uncovered: Danimer Scientific (NYSE: DNMR)
We uncover Danimer Scientific, an American biotechnology company working to replace fossil-fuel based plastics with vegetable based bioplastics.10th Mar, 2023
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Bitesize: ESG basics - Investing clean & green
Today it's some of our highlights from our ESG basics episode from 2019. This investment approach takes into account environmental, social, governance, and ethical issues in the investment process, contributing positively to society and the environment while earning financial returns.10 March
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Australia’s first greenwashing case is here. Chances are, it won’t be the last.
Today Sascha and Darcy were joined by AFR journalist Hannah Wootton who helps them answer - is this the beginning of many greenwashing cases?10 March
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Decarbonisation: The long view, trends and transience, net zero
With estimates that $194 trillion needs to be invested between today and 2050 to achieve net zero, this will be the biggest collective human undertaking of our lifetime. The good news is that the early investments do appear to have yielded some change. Now we just have to supercharge it.9th Mar, 2023
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The world is running out of onions
Onions, a staple in many dishes worldwide, are currently facing a shortage. Today Alec & Sascha ask - why is the world running out of onions?3 March
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Climate Change
BP doubles profits to record $40 billion
As BP announces annnual earnings of $40 billion, there are growing calls for the UKgovernment to boost taxes on companies profiting from the high price of oil and natural gas after Russia's invasion of Ukraine. -
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Dimming the sun to cool the planet is a desperate idea, yet we're inching toward it
This article from the New Yorker looks at the world of solar geoengineers and the concerns they have about their work ever being used.7th Dec, 2022
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Expert: John Caulfield - Van Eck - ETF
In this episode Bryce & Alec ask John to explain carbon credits, how they reduce carbon emissions, the difference between the different types of carbon credits, and why an ETF can be helpful in accessing this investable asset class.25 November
Sponsored by Van Eck Australia
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Meet the Manager – Kyle Macintyre from Firetrail Investments
Future Generation conduct an in-depth interview with Kyle Macintyre from Firetrail Investments.15th Nov, 2022
Source: Future Generation
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Antarctica's collapse could begin sooner than anticipated
This articles reviews the work of a $50 million partnership between the British National Environmental Research Council and the U.S. National Science Foundation to examine the Thwaites Glacier in the west of Antarctica.2nd Nov, 2022
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Climate Change
EU bans sale of petrol and diesel cars from 2035 to boost EV uptake
The European Union strikes a dealto effectively ban the sale of new petrol and diesel cars from 2035, aiming to speed up the switch to electric vehicles and combat climate change. -
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Stock Story: Cheniere Energy
Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.31st Oct, 2022
Source: Munro Partners
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Stock Story: Constellation Energy
Munro Partners give an overview of a stock set to benefit from the United States energy transition.20th Oct, 2022
Source: Munro Partners
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Four investing megatrends
Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, climate change and the increasing demand for food.28th Sep, 2022
Source: Wilson Asset Management
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Earth is our only shareholder: Patagonia founder gives his company away
Most people are familiar with the clothing brand Patagonia. The outdoor clothing company was founded in 1973 in California and has expanded to hundreds of stores across tens of countries. Last week, headlines were made around the world, after the founder, Yvon Chouinard, announced he was giving away the company.20 September