Investment

Critical minerals in the age of AI and tariffs

VINNAY CCHODA  |  MONDAY, 23 FEB 2026
When we first explored the critical minerals arms race in early 2023, the dominant narrative centred on accelerating demand for the energy transition colliding with heavily concentrated supply chains, particularly in China. Today, the premise remains ...

Green bonds: The good, the bad, the opportunities

JOHANN PLE  |  MONDAY, 4 AUG 2025
Last year, green bonds outperformed the conventional bond market by close to 2% and broke new records of issuance. This year, they're tipped to do well, too.

Decoding Trump 2.0 and the impact on ESG investing

MANS CARLSSON  |  MONDAY, 17 MAR 2025
From an ESG perspective, Trump's social, economic and political agenda will keep issues rich and complicated for companies and investors alike, and that means ESG remains as important as ever.

Powering AI: An opportunity for investors?

HAMISH CHAMBERLAYNE  |  THURSDAY, 9 JAN 2025
Power availability is the biggest challenge for artificial intelligence (AI) growth.

Nothing to fear: Sustainable investing trade-offs

MIRZA BAIG  |  WEDNESDAY, 4 SEP 2024
Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about one's objectives.

What's exciting about water infrastructure?

TIM HUMPHREYS  |  THURSDAY, 14 SEP 2023
With drought forecast for the next few years, there is a lot to get excited about water supply.

The importance of additionality in impact investing

MATT LAWTON  |  THURSDAY, 1 JUN 2023
In the world of impact investing, additionality helps to generate positive outcomes that may not otherwise occur without the value of engagement or capital investment.

How smart approaches to decarbonisation can generate alpha

TRAVIS WHITMORE  |  THURSDAY, 16 FEB 2023
As climate science becomes more widely accepted, a growing number of countries around the world are introducing net-zero pledges. As a result, more institutional investors are making commitments to decarbonize their portfolios.

The value of knowing what you own

MARY JANE MCQUILLEN  |  MONDAY, 28 MAR 2022
If 2020 was a year of reaction, ushering some of the biggest changes to daily life in recent memory, 2021 brought what could be called a year of reflection and reassessment.

Carbon capture - real deal or "Hail Mary pass" technology?

JANE BASEBY  |  FRIDAY, 4 MAR 2022
Carbon capture technology brings with it the possibility of negative emissions - the holy grail of climate science, or at least of global transition to net zero. It presents as a tool for the energy transition (or detractors argue, a stay of execution ...
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