THOUGHT
LEADERSHIP

Climate change requires offence and defence, just not now

Tom King addresses the Portfolio Construction Markets Summit 2022:  Regulation and policy to achieve global net zero targets will drive profound changes in the global economy in coming decades. The impacts are predictable and likely to be negative for equities markets over the medium to long term, driving long term returns below historical levels. In […]

Green hydrogen good for climate but tough investment 

Interest in hydrogen has ballooned as the world looks for ways to solve the growing climate crisis and cut carbon emissions, but successful investing in this rapidly emerging sector requires a lot of deep industry analysis and the opportunities, while there, can be difficult to spot.  That the sector has strong growth potential is not […]

Plant-based meat – good eating but tougher investment

A soy-based marble steak fillet may make an appealing meal. It could also help reduce global greenhouse gases. But with a price of around $100 a kilo, it is an expensive experience for most people, highlighting one of the key issues with investment in this market. For alternative meat products to achieve widespread adoption by […]

The Sustainability Revolution

The long awaited tipping point where unsubsidised sustainable technologies beat dirty industries is upon us. Nanuk sees enormous growth, along with misery and stranded assets for legacy technologies.

Ethical Investment Week 2017

Nanuk for Ethical Investment Week 2017.

Tom King Addresses The Capital Focused Seminar

Nanuk’s CIO Tom King OAM addresses the Capital Focused client seminar in May 2018.  Our thanks to Capital Focused Financial Planning

Sustainability’s Second Wave – The Second Wave – Scary Stuff

4 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – The Second Wave – Scary Stuff

Sustainability’s Second Wave – The Second Wave – Issues And Solutions

15 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – Issues and Solutions

Sustainability’s Second Wave – How And When

6 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – How and When

Sustainability’s Second Wave – Asset Allocation Implications

4 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – Asset Allocation Implications

Sustainability’s Second Wave – Risk Management & Stock Selection Implications

7 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – Risk Management & Stock Selection Implications

Sustainability’s Second Wave – Nanuk – How Do We Invest?

4 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – Nanuk – How Do We Invest?

Sustainability’s Second Wave – Early Leaders

10 mins: From Nanuk’s October 2019 seminar: Sustainability’s Second Wave – Early Leaders