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Coal divestment

This makes coal an obvious target for immediate replacement by renewables, in combination with gas. Investors have been divesting out of …

Value funds could hold the key to impact investing, not ESG funds

Value has faced several well-known challenges in the past decade. Low interest rates and weak economic growth have pushed valuation …

Could this be the craziest growth stock bubble ever?

… events in the US might have surpassed the extremes of 1999 raising the question of whether this is the craziest growth stock bubble ever.

Busting some of the myths of the growth vs. value narrative

Busting some of the myths of the growth vs. value narrative. A consultant friend of mine recently sent me a link to a blog that I had never seen …

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