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ESG

ESG / Etfs / Funds / Markets

Altering Carbon

June 6, 2022June 6, 2022 - by Arian Neiron

Increasing levels of CO2 in the atmosphere is the leading cause of the Earth’s rising temperature. As VanEck’s Arian Neiron writes, carbon pricing is how governments are responding.

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ESG / Funds / Markets

Deforestation: Seeing the wood for the trees

May 26, 2022May 26, 2022 - by Janus Henderson Investors

Janus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.

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ESG / Funds / Markets

Investing for a Better Tomorrow

May 6, 2022May 6, 2022 - by Platinum Asset Management

As Platinum’s Liam Farlow and Jodie Bannan write, while governments and corporations are leading the way on the ESG front, consumers and investors have a role to play too.

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Commodities / ESG / Funds / Markets

Clean Energy Back to Black

March 29, 2022March 29, 2022 - by Alice Shen

Global clean energy stocks have risen sharply in the past few weeks with Russia’s war against Ukraine transforming into a global energy war. VanEck’s Alice Shen takes a closer look.

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ESG / Funds / Markets

Why Does My Green Fund Look Dirty?

March 21, 2022March 21, 2022 - by Russell Investments

When it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.

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ESG / Funds / Markets

Four Counterpoints to ESG Investing Critics

March 7, 2022March 7, 2022 - by AllianceBernstein

Recent prominent media articles have criticized sustainable portfolios for being ineffective as agents of change. Dan Roarty from AllianceBerstein thinks the critics have missed the point.

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ESG / Funds / Markets

Carbon Capture: Early Days of a $1 Trillion Industry?

February 28, 2022February 28, 2022 - by ClearBridge Investments

As Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.

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ESG / Funds / Markets / Video

COP 26: Does it really make a difference?

February 24, 2022February 28, 2022 - by Magellan Asset Management

Magellan’s Head of ESG Dom Giuliano talks us through the key findings from the recent COP26 meeting in Glasgow and how the globe is measuring up on its ESG commitments.

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ESG / Funds / Markets / Technology

Adobe: Inspiring digital creativity and sustainability

February 21, 2022February 22, 2022 - by Janus Henderson Investors

Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.

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ESG / Funds / Markets

Clean Energy Still Has Spark

February 16, 2022May 4, 2022 - by Russel Chesler

Share investors have been experiencing a market selloff and clean energy is one sector that has been impacted more than others. VanEck’s Russel Chesler looks at why this might be.

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ESG / Funds / Markets / Video

Magellan Global Sustainable Strategy Update

February 10, 2022February 10, 2022 - by Magellan Asset Management

Magellan’s Dom Giuliano discusses some promising renewable-energy stocks, the efforts three companies are making to reduce their carbon footprint, and new investment Booking.com.

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Commodities / ESG / Markets / Shares

Costly Sins of the Fossil Fuel Father Bite ERA

February 2, 2022February 2, 2022 - by Glenn Dyer

As Energy Resources of Australia is finding out the hard way, it’s not the production and selling costs involved with mining fossil fuels that catch you in the end, it is the rehab costs.

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ESG / Funds / Markets

The Implications of a Heating World

February 1, 2022February 1, 2022 - by Fidelity International

Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?

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ESG / Funds / Markets

WHEB’s Approach to Biodiversity

February 1, 2022 - by Pengana Capital

Somewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.

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ESG / Funds / Markets

Outlook 2022: Sustainable Investment

January 27, 2022January 27, 2022 - by Schroders

Sustainable investing is maturing – and so are the policies, disclosures and debates that surround it. Andrew Howard from Schroders takes a look into what this means for investors.

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ESG / Funds / Markets

Opportunities in the Energy Transition

January 24, 2022January 24, 2022 - by Fidelity International

As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.

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ESG / Funds / Markets

Sustainability May Be Problematic for Some

December 15, 2021December 15, 2021 - by MFS Investment Management

Rob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.

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Commodities / ESG / Funds / Markets

Climate Change: The Commodities Dimension

December 13, 2021December 13, 2021 - by AllianceBernstein

As the effort to slow climate change gains momentum, the relationship we have with commodities will be affected in wide-ranging ways—some more obvious than others.

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ESG / Funds / Markets

Net Zero: The New North Star

December 8, 2021December 8, 2021 - by GAM Investments

Stephanie Maier from GAM Investments discusses the increased commitment to tackling climate change following COP26 as it becomes clear immediate action is imperative.

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ESG / Funds / Markets

An Active Bet on Emissions Reductions in Energy Sector

December 6, 2021December 6, 2021 - by ClearBridge Investments

ClearBridge Investments’ Sam Peters explains why his firm sees opportunity in the energy sector where it believes it is possible to witness adaptive change and be rewarded for it.

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ESG / Funds / Markets

Acquiring a Taste for Climate-Friendly Food

December 2, 2021December 2, 2021 - by ClearBridge Investments

Agriculture is changing as it adapts to climate change, with the development of more planet-friendly processes having a growing impact.

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ESG / Funds / Markets

COP26: Reflections, responsibility and legacy

November 23, 2021November 24, 2021 - by Janus Henderson Investors

In the aftermath of COP26, Janus Henderson’s Kelly Hagg provides some perspective on the key developments and what they could entail for the asset management industry.

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Commodities / ESG / Funds / Hydrogen / Markets

Green Hydrogen Central to Net Zero Plans

November 19, 2021November 19, 2021 - by Michael Collins

Plenty of countries are hyping “Green” Hydrogen as a key pathway to net-zero emissions. But for that to happen, Magellan’s Michael Collins argues, a cost disadvantage needs to be overcome first.

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ESG / Funds / Markets

Why ‘Negative Screens’ are Bad ESG

November 18, 2021November 17, 2021 - by Platinum Asset Management

While Platinum recognises that, from an economic viewpoint, BHP’s sale of its petroleum assets makes sense, they are at something of a loss to understand how it is a positive outcome in an ESG context.

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ESG / Funds / Markets

How ESG Helps Make Us Better Value Investors

November 4, 2021November 4, 2021 - by T. Rowe Price

Sebastien Mallet, portfolio manager with T. Rowe Price, explains some of the advantages of incorporating ESG factors into company analysis and how it makes his firm better investors.

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ESG / Funds / Markets

We Can’t Afford a COP-Out 26

November 3, 2021November 3, 2021 - by Janus Henderson Investors

Janus Henerson’s Adrienn Sarandi outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming and climate change.

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ESG / Funds / Markets

Sustainability: The biggest megatrend of 2022 and beyond

November 2, 2021November 2, 2021 - by Schroders

Schroders portfolio managers Simon Doyle, Stuart Dear and Martin Conlon discuss how professional investors are constructing their portfolios and integrating ESG considerations into their investment processes.

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ESG / Funds / Markets

Climate Investing: The inconvenient truth

November 1, 2021November 1, 2021 - by Tom Stevenson

As we approach the COP-26 climate summit in Glasgow this week, we as investors know what to do about climate change, and that it means addressing some inconvenient questions.

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ESG / Markets

RBNZ to Ditch Bonds of High-Emission Countries

October 26, 2021October 26, 2021 - by Glenn Dyer

The Reserve Bank of New Zealand said in a statement on Tuesday that it intends to cut its holdings of bonds issued by big carbon emitters such as Australia and Canada in coming years.

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ESG / Funds / Markets

The Journey to Net Zero

October 26, 2021October 26, 2021 - by Platinum Asset Management

If we want to live up to the admirable ambition from both corporations and governments of achieving the target of net zero carbon emissions, we have a long way to go, and we need to get a move on.

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ESG / Markets

NZ Throws Down Gauntlet on Climate Change

October 25, 2021October 25, 2021 - by Glenn Dyer

So what will Australia’s four biggest banks and major companies do now after the NZ Parliament passed a law last week making reporting on climate risks mandatory in two years’ time?

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Commodities / ESG / Markets / Shares

Rio Accelerates Emissions-Reduction Agenda

October 21, 2021 - by Glenn Dyer

Rio Tinto has announced that it will triple its climate ambitions by aiming to cut slash emissions by 50% by 2030 at a cost of at least $US7.5 billion (more than $A10 billion) over the next eight years.

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Economics / ESG / Markets

RBA Acknowledges Climate Change Risk

October 14, 2021October 14, 2021 - by Glenn Dyer

RBA deputy governor Guy Debelle told a finance conference yesterday that climate change was a “first-order risk” to the system, with broad-ranging impacts on Australia including households and businesses.

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Commodities / ESG / Etfs / Funds / Hydrogen / Markets

Five Hydrogen Stocks to Know About

October 13, 2021October 14, 2021 - by Etf Securities

As the world moves away from fossil fuels, hydrogen is receiving a lot of attention from investors and governments. But what are some hydrogen companies, and what do they do?

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ESG / Funds / Markets / Video

What is Natural Capital?

October 13, 2021 - by Schroders

In this video, Schroders explain the concept that helps them understand the essential value of the earth’s resources.

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ESG / Markets / Shares

Vanadium Set for Strategic Role in the Energy Transition

October 7, 2021October 7, 2021 - by Staff Writers

Corporate Connect analyst Lawrence Grech has today released a report on Australian mineral processing technology company TNG Limited, project developer of the 100% owned Mount Peake Project in the NT.

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ESG / Funds / Markets

ESG: Driving Change and Generating Alpha

September 21, 2021September 21, 2021 - by Alison Savas

The focus on investing through an ESG lens has intensified. But, as Antipodes’ Alison Savas argues, it’s not as simple as buying stocks with ‘green credentials’, or divesting those with poor backward-looking metrics.

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ESG / Markets

Banks Trump Political Hot Air with Wind Farm Deal

September 20, 2021September 20, 2021 - by Glenn Dyer

Five major banks have shown up Resources Minister Keith Pitt by organising the retrospective investment of $280 million into a huge wind farm and battery hub in north Queensland.

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ESG / Etfs / Funds / Markets

Oils Ain’t Oils and Hydrogen Ain’t Hydrogen

September 7, 2021September 7, 2021 - by Arian Neiron

As the world transitions to infinite clean energy away from fossil fuels, it’s important for investors to have exposure to a diversified portfolio of clean energy producers and businesses supplying the sector.

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ESG / Funds / Markets

Finding Defensive Stocks Ripe for Recovery

September 7, 2021September 7, 2021 - by AllianceBernstein

Defensive stocks are often misunderstood. Innovation often goes unappreciated. But AllianceBernstein believes the disconnect between resilient businesses and share prices is unsustainable and ripe for reversal.

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  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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