Insights
Conviction Equities Boutique
From raw to renewables: it’s all about the recipe
The green transition needs more than just solar panels and electric vehicles. It relies on the right materials, too. Discover why copper, lithium, and rare earths – as well as low-carbon energy – are key catalysts and what it means for investors.
Asset management
Replay: How private and public markets can steward solutions to societal changes
You can now watch the replay of our webinar: How private and public markets can steward solutions to societal changes.
Asset management
How private and public markets can steward solutions to societal changes
Climate change, energy security, and economic inequality. These challenges are interconnected, and so are their solutions. In our latest article, Vontobel and Ancala team up to explore why capital allocation across private and public markets is key to unlocking progress.
Conviction Equities Boutique
Is the energy transition gridlocked?
Are there lessons we can already learn from April’s blackout in Spain and Portugal? We believe so. Electrification lies at the heart of the energy transition. With increased investment, resilience can improve and alongside increased storage capacity, we can unlock the potential of the grid.
Conviction Equities Boutique
Time to adapt?
Adaptation solutions are becoming more popular given the increased frequency and severity of extreme weather events. While we see the benefits, we urge investors to remember that prevention is better than cure, and mitigation remains vital if we are to ensure a better future for all.
Conviction Equities Boutique
Simpler and cleaner: profitable opportunities from efficiency
Energy and resource efficiency is often underappreciated, but it has played a pivotal role in driving global emissions lower. Explore how we can benefit from the diverse opportunity set that efficiency brings, and why we believe its importance is set to continue.