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Analysis

What the Inflation Reduction Act means for climate-focused investors

30 August 2022 • By Chris Dodwell and Julie Gorte • 1 min read

What the Inflation Reduction Act means for climate-focused investors

In defiance of recent expectations, the US government has passed a major package of climate spending. It is without a doubt the most significant piece...

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What the Inflation Reduction Act means for climate-focused investors

Looking under the hood more powerful than ever

Investing can be both the most simple and complex work on the planet. On the one hand, the basics are simple and well appreciated, buy, and hold for t...

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What the Inflation Reduction Act means for climate-focused investors

SDGs at half-time – we need to score (with) more goals

It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015. A deadline of the end of 203...

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What the Inflation Reduction Act means for climate-focused investors

Australian equities: Three investment themes observed

The threat of persistent inflation and higher interest rates inducing a substantial economic downturn is currently the overriding focus of investment ...

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What the Inflation Reduction Act means for climate-focused investors

Challenges of investing in renewable energy infrastructure

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus.  Th...

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What the Inflation Reduction Act means for climate-focused investors

ESG and small caps – how strong is the relationship?

The enduring alpha opportunity investing in small caps has been widely identified. However, with investors’ increasing focus on ESG risks and opport...

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What the Inflation Reduction Act means for climate-focused investors

Energy sector volatility demanding investor patience

The volatility in global energy markets spans far beyond the Russia-Ukraine crisis, but just what should investors expect in this most turbulent of se...

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What the Inflation Reduction Act means for climate-focused investors

Managing market volatility with alternative hedging strategies

In the past, the choice to maintain an investment portfolio of 60 per cent equities and 40 per cent bonds was a prudent one. This distribution, which ...

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What the Inflation Reduction Act means for climate-focused investors

Ethical and responsible investment on the rise

Australians are wanting to invest their money more ethically and responsibly. Where once people believed that selecting a sustainable option meant los...

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What the Inflation Reduction Act means for climate-focused investors

Analysis of a bear market

As an investor, it’s easy to feel overwhelmed by current market conditions complete with sharp daily swings in the public markets, inflation issues,...

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