Cutting the Big 5 down to size Transportation: Plastic Fantastic
Transportation is a notable emitter at 15% of emissions, has already witnessed huge disruption both in manufacturing techniques, and the very nature of the engine which drives the power train. However, other aspects of transportation are also ripe for renewal. Used tire disposal is a long running sore for most post-industrial societies – with each […]
Leveraging Electrons as a Feedstock
The electricity grid is no longer merely a conduit. It is becoming a factory. Power-to-X (P2X) technologies, which convert surplus renewable electricity into hydrogen, synthetic fuels, and chemicals, promise to turn intermittent wind and solar into storable, transportable commodities. For investors, the proposition is at once green and potentially lucrative. WHAT IS POWER-TO-X? At its […]
Solar’s Next Headache: The Coming E-Waste Wave
FROM SUNSHINE TO SCRAPYARD The International Renewable Energy Agency (IRENA) forecasts that by 2050, the world will be discarding 60–78 million tonnes of solar panels. Early adopters—China, the EU, and the United States—will bear the heaviest burden, as panel lifecycles converge and cheap replacements accelerate turnover. Even Australia is feeling the strain: Queensland alone retires […]
Pyrolysis: Turning Trash into Treasure
FROM FIELDS AND DUMPS TO REACTOR VESSELSPyrolysis is deceptively simple. Feedstock—anything from agricultural residues and plastics to old tyres—is heated to 400–800°C in an oxygen-free environment. The chemistry splits molecules, producing: Biochar, a stable form of carbon that improves soil and locks carbon away for decades. Bio-oil, which can be refined into renewable fuels or […]
Asset Allocation Bulletin: Bump and Grind
TARIFF TALK TEMPERED The markets have regained their composure, and then some, having digested the pyrotechnics witnessed in early April. Becoming increasingly resilient to ‘tariff talk’, investors for the moment appear to be taking the US President’s pronouncements in their stride, as few of the threats seem to ultimately ‘bite’. However, there are other factors […]
What is The Energy Transition
” We believe that many of the ‘big winners’ in the years to come will be those offering climate change solutions – products and solutions which decarbonise our economies. ” – ARIA CAPITAL MANAGEMENT – The energy transition broadly refers to the scaling down of fossil fuel drive energy production towards alternative means of providing […]
‘Quality’ ETF’s Have Unique Sensitivities To The Business Cycle
Since we have heard a lot of talk about investing in ‘quality’ lately from active managers and many rules-based ‘quality’ ETFs have been launched over the last decade as well, I thought it would be interesting to analyse the largest and most popular quality UCITS ETFs just as Parala does when selecting ETFs for its […]
Rethinking Asset Allocation
ALPHAPREDICTOR STRATEGIES: RETHINKING ASSET ALLOCATION In a financial world where change is the only constant, some of the tried-and-true principles of asset allocation are ripe for reassessment. This is especially true for strategies aimed at capturing long-term expected risk premiums and those predicated on dynamic allocation strategies. Recent performance data underscores this point. For instance, […]
Alphapredictor® Indices
A Risk Targeted Approach to Multi-Asset with the AlphaPredictor Target Risk Indices Multi-asset strategies continue to dominate investor flows in recent years, given their ‘plug and play’ solution to diversification. However, the approaches are often inconsistent over time, subject to manager discretion and not necessarily comparable even within certain risk profiles such as the ‘cautious’ […]
MPS Bulletin: The Virtue of a Proportionate Response
Whilst Donald Trump may not be well versed in the treaties of David Ricardo, and all the benefits that are bestowed when the law of comparative advantage takes form in a globalised manufacturing model, he does seem to be familiar with Sun Tzu’s counsel. ‘The best battles are those never fought’, as the Confucian doctrine […]