Tag: decarbonisation

Africa’s energy demands are surging, driven by rapid population growth and industrial expansion. Industries are now frantically seeking reliable and affordable power alternatives to run their operations. However, the current reliance on imported solar technology, from panels to inverters and batteries, leaves the continent vulnerable.

Although many manufacturing and industrial companies set objectives to reduce fossil fuel use, no silver bullets exist in the green fuel space. Supply and logistics constraints, high costs and technological limitations present challenges. Manufacturing companies can implement the green energy transition by investigating more sustainable and lower-carbon fuel alternatives.

During the 1990s and early 2000s, South African mines bought electricity from Eskom at regulated tariffs. These tariffs were globally competitive. Eskom prioritised the mines as their most important customers. Eskom faced few hurdles related to climate change concerns. Buyers had little choice, but the energy was cheap and reliable. There were few viable alternatives.

While inflation is moving steadily lower, we believe the secular shifts of deglobalisation, decarbonisation, and demographic change – the "3D Reset" - will keep inflation and interest rates higher for longer. With the added challenge of geopolitical conflicts, many investors are reassessing their private equity allocation. But almost every year since 2008 has involved a crisis for investors in private equity.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated. Adding the dimension of sustainability – in this case, decarbonisation – to your portfolio construction process does not mean changing your approach entirely.

Climate change poses risks to economies, companies, and investments. It is an important focus for us as active owners of assets on behalf of our clients. Many companies are carefully considering their exposure to climate risk and outlining their decarbonisation ambitions. What role can active ownership play in this, while also protecting and enhancing the value of investments?

Process automation plays vital role in making the mining industry more sustainable. It enhances operational efficiency whilst reducing environmental impact. By leveraging advanced automation systems, mining companies can optimise resource utilisation, minimise energy consumption, and lower greenhouse gas emissions.

Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting investors with a new set of investment opportunities.

Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk of recessions is prompting questions about the strength of the relationship between economic growth and corporate earnings.

The steel industry is the backbone of any economy, it forms the foundation of any modern economy and is essential to every single sector. Without a healthy and vibrant local steel industry, South Africa will simply not be able to integrate and develop itself or the rest of the continent.