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
Clean Energy
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Four views: The future of renewables
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
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EdenTree CIO Thomas: Finding opportunities amid the ‘green revolution’
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop
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Balance of power: Getting ‘energy transition’ right
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
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Five themes taking centre-stage for ESG investors
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
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The shifting landscape of renewable energy
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?
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Which nine US sustainable funds have posted positive returns this year?
Majority of top performers fall into Morningstar’s clean energy category
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Axa IM ‘reshapes’ European fund into clean tech fund
Incoming lead manager Amanda O’Toole specialises in clean tech but radical change raises possible suitability concerns
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Are ESG funds doomed to fail under Trump?
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.
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Rule change forces rethink for renewables EIS
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).
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VAM rolls out focused clean energy UCITS fund
VAM Funds has launched a highly concentrated 20-25 stock Luxembourg-domiciled Accessible Clean Energy Fund, run by French investment manager Opportunité SA.