EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
India and energy funds hold strong while infrastructure struggles
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
Investing through a thematic lens is vital if we are to realise a sustainable world. Portfolio Adviser’s sister publication ESG Clarity talks to experts about the challenges and opportunities in five key areas
The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?
Majority of top performers fall into Morningstar’s clean energy category
Incoming lead manager Amanda O’Toole specialises in clean tech but radical change raises possible suitability concerns
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
Managers of clean energy-focused Enterprise Investment Schemes (EIS) will be forced to revamp their portfolios amid new rules to restrict companies benefiting from government support under Renewable Obligations Certificates (ROCs).
VAM Funds has launched a highly concentrated 20-25 stock Luxembourg-domiciled Accessible Clean Energy Fund, run by French investment manager Opportunité SA.