In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.