ENERGY TRANSITION News & Analysis

The world is entering a higher cost environment which will hit the profits of companies in many sectors. A key beneficiary will be commodities, where...

$3m super tax; Aussie large cap headwinds; Energy transition issues.

Why Antipodes founder and CIO Jacob Mitchell likes companies involved in the energy transition, but is steering clear of Australian banks.

Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with...

Beyond the headline-grabbing surplus and $14.6 billion in cost-of-living relief, the big question for investors is whether the federal budget will or...

The ongoing energy transition will create an outsized demand for several critical metals that the mining industry will more likely be unable to meet.

M&A activity is heating up among miners looking to capitalise on the energy transition. But that growth, and falling commodity prices will come...

Lazard Asset Management portfolio manager Philipp Hofflin explains issues that may result from the mismanagement of the energy transition in the...

In this article, we take a look at how thematic investing works according to director of SMSF and investor behaviour at nabtrade Gemma Dale.

Investors seeking to tap into the new renewable energy source have no shortage of options.