ESG Currents
Saturna Capital Parses the Messy Energy Transition
Aug 21, 2024
Elizabeth Alm and Levi Stewart Zurbrugg from Saturna Capital dive deep into the complexities of the energy transition. They discuss how ESG factors vary in equities versus credits, and why the transition might be messier than anticipated. Key points include overlooked bond impacts and innovative risk management strategies in green investments. They also tackle criticisms of ESG investing, emphasizing the need for nuanced understanding amidst rapidly changing regulations. Get insights into how holistic approaches can identify quality investments in today's climate-driven market.
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Quick takeaways
- Saturna Capital emphasizes the integration of ESG factors in investment analysis to identify resilient companies and reduce risks.
- The energy transition faces challenges, particularly regarding the governance of critical metal mining and its environmental and social impact.
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