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May 15th 2026

The Upcoming Fossil Fuel Megadump

The rapidly falling levelized-cost of renewable energy sources are rendering the fossil-fuel sector economically unviable. While the global Oil & Gas sector unlikely will “go under” in the short term given the sector’s massive amount of sunk capital, government subsidies and transition implications, we think that its outlook does not present a valid investment thesis for investors. For those taking a long view on the sector and who still want some exposure to oil and gas, a smart strategy could be to short renewable laggards in the Oil & Gas...

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ESG Alpha looks into various ESG investment themes for investors across all geographies and asset classes. This weekly publication is issued to our clients about 40 times per year and provides a forward-looking and actionable investment strategy for investors looking to improve the risk-return relationship of their ESG investment strategies.

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ESG Insights focuses on higher-level issues relevant to asset managers active in the ESG space. Published about once a month, research themes include and not limited to the changing global policy and regulatory environment, climate change, biodiversity, financial services taxonomy. ESG Insights helps our clients better frame their investment products within the larger ESG space.