3 may 2024
I shared my views on universal owners and climate change for Net Zero Investor. You can read the article here: https://www.netzeroinvestor.net/news-and-views/why-universal-owners-need-modest-objectives
A recent paper from the Net Zero Lawyers Alliance does little to resolve the underlying dilemmas facing fiduciaries concerned about climate change
Electrification has cut my home energy bills by 2/3rds, but at a significant capital cost
Could there be a good faith argument for fiduciaries to allocate a portion of their portfolio to climate impact investments? I argue that there could.
By aiming for less asset owners can achieve more as universal owners.
After a year living with my heat pump I’m pleasantly surprised by the economics of ownership.
I’m very happy with my heat-pump but I blundered my way through the installation process. This is what I’d do differently now.
The last couple of years of my personal decarbonisation path have been dominated by heat pumps, offsetting, investments, and hypocrisy
Market pricing is just too short-term to take account of climate impacts to the extent we’d like, while carbon remains unpriced
Offsetting has both technical and behavioural problems, meaning my preferred approach is self-taxation to fund nature and policy projects
The Transition Finance Market Review is an impressive piece of work. But I still don’t understand what a “transition finance” label will achieve.