Posts Tagged ‘ climate change ’

Climate Change: the Science that Dare Not Speak Its Name

Jul 31st, 2013 | Filed under: Alternative energy investing, Today's Post

Guest columnist Doug Friedenberg looks at climate change's investment potential.


Frankenstorm, the Not So Black Swan: Climate as the New Risk Variable

Nov 13th, 2012 | Filed under: Alpha Strategies, Editorial, Today's Post

Columnist Doug Friedenberg looks at why the American understanding of climate science has been exceptional, why substantial financial interests may bring it in line with the rest of the planet, and why portfolio managers should care in the first place.


The Climate Change Trade: Your Portfolio May Never Look the Same

Apr 17th, 2012 | Filed under: Alpha Strategies, Today's Post

PM's are used to assessing variables like changes in interest rates, unexpected business competition, disruptive technologies, and a host of known unknowns when making their portfolio decisions. An interview with Gernot Wagner reveals climate change as an already visible black swan, with an unimagined capacity for disruption..........and opportunity.


The Investor’s Climate Change Conundrum: Is It Worth Watching Your Hamptons Beach House Sink Beneath the Waves Just to Make a Few Bucks from Carbon Emitters?

Dec 13th, 2011 | Filed under: Alpha Strategies, Infrastructure, Today's Post

We report on a talk given by Dr. Keith Crane of the Rand Organization about renewable energy and climate change at a meeting of the FInancial Policy Council. Dr. Crane showed that the cost differences between renewables and coal shrink when the costs of carbon emission controls are also counted. Subsequent research revealed possible reasons why the average person in the United States has a unique inability to accept climate science, in opposition to the conclusions of the U. S. Defense Department.