Alternatives
CDPQ to Invest $1 Billion into Wind and Solar Firm Invenergy
The Quebec pension fund hopes the funding will cement the renewable firm’s industry-leading position in North America.
Tag: energy
Asset Allocation
How Transitioning to a Low-Carbon Economy Impacts Equity Markets
JPMorgan report says the impact of climate transition across and within sectors is likely to vary significantly.
Renewables’ Biggest Obstacle to Being Good Long-Term Investments?
A lack of decent battery storage capability. The race is on to improve that, though.
Alternatives
CDPQ Expands into Renewable Energy Infrastructure in Spain
The Canadian pension plan continues its growth in sustainable investments around the globe.
How the Changing Energy Picture Affects Investments
The differing trajectories for oil, gas, coal, and renewables pose a complex opportunity for investors. Here’s what you need to know.
Asset Management Culture
Oxford University Bans Fossil Fuel Investments
The endowment’s allocation to the energy sector has already been significantly reduced to 2.6% of its portfolio.
Risk
University of Texas Endowment Oil Money In Jeopardy
Top official of university organization that manages mineral rights for the endowment calls for Texas oil production cuts.
Market Moves
Energy Stocks Are Doomed, Warns Savant Jeremy Grantham
GMO co-founder, a climate change activist, compares their paltry returns to the S&P 500’s tripling over 10 years.
Earnings Should Rise 19.5% in 2nd Quarter, Says Sam Stovall
CFRA’s strategist sees slight dip from January-March period, with energy the star.
Commodities Prices Down in June
Low energy prices have contributed to a lack of pickup in inflation, while concerns about Chinese growth have abated, Credit Suisse reports.
Alternatives
Renewables Trump Conventional Energy for First Time, Says Preqin
Funds likely to take more of a mixed approach in energy investments going forward.