So back to the frog… 

Even the most conservative commentators are now concerned about the downside risk of fossil fuels.  Thoughtful asset owners are either engaging with these companies to question their “drill baby drill” capex plans, or divesting from the most carbon intensive companies in favor of companies that provide solutions to these ubiquitous global challenges.  To those who think they can time the decline in fossil fuels beware of being the frog– it is likely to be dangerous to your portfolio.
 

David Richardson is managing director, global business development and client service, for Impax Asset Management.

 

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