Chief Investment Officer at Altius, long suffering St Kilda/Arsenal supporter. Sustainable investment - Australia's 1st Green Bond Fund #Sustainable #ESG

Sydney, New South Wales
Joined October 2011
In some good news to end the year, Altius Asset Management has been awarded Australian Sustainability Fund Manager of the Year by KangaNews. Thank you to Samantha Swiss and our peers in the debt markets for the tip of the hat and c…lnkd.in/ghH38B7U lnkd.in/gFzRfqR2
2
2
23
#China’s massive heatwave (already going on for months) is causing serious strains on electricity in #Sichuan and #Chongqing which has, in turn, led to factories having to close temporarily. Apart from hitting manufacturing there it’s also disturbing the country’s supply chain.
Show this thread
1
1
4
Bill Bovingdon retweeted
Our research shows fuel efficiency standards would reduce emissions and save Australian drivers billions. The Government has an excellent opportunity to implement this popular policy, which is already used in 80% of the global vehicle market. #auspol
Australia Institute
2
11
1
19
4,203
Show this thread
Solar panels can now be printed like newspapers
Pascal Bornet
154
3,750
273
19,066
6,736,301
Fund Managers are getting dragged into the culture wars and fiduciary duties can go jump, apparently. And we are talking about standard, run of the mill ESG integration in investment analysis here, not sustainable or ethical inve…lnkd.in/eNuf9Vke lnkd.in/eVfP8RQt
1
1
Bill Bovingdon retweeted
Norway 🇳🇴
28
1,120
22
10,326
Bill Bovingdon retweeted
sunset in the clouds
14
133
3
831
Bill Bovingdon retweeted
Replying to @ABCmediawatch
They need to be called out on the continual #FossilFuelFunded verbal diarrhoea. So many patient untruths. Yes, laying cables is technical, but 10-20km is nothing. Wind farms are cheaper and more reliable than coal plants. These are just facts. climatecouncil.org.au/new-wi…
6
10
Bill Bovingdon retweeted
Thomas Piketty, sums it up best. The ratio between capital and income is fast approaching 19th century levels. In Australia, that point has already been reached. And it means a lot for politics in this country. I have a bit to say here in this yarn. 1 smh.com.au/national/the-batt…
12
52
7
167
Show this thread
The environment has largely been treated as a constant in growth forecasts, but it is obvious “disruption to food security, infrastructure damage, and increased migration could have a huge dampening effect on future economic growth”.
Study warns economic impacts of climate change 'far larger' than previously thought businessgreen.com/news/40546… A new study by the University of California explores how economic projections routinely under-estimate impact of worsening climate impacts @Capi_Planeta @ClimateFran
1
4
11
Bill Bovingdon retweeted
Tell me you don't get the climate emergency without telling me you don't get the climate emergency
577
5,702
246
37,438
How do they deal with floods?
This tweet is unavailable
4
"Much can change in a year – politically, socially, scientifically and professionally. "It was very encouraging to see increasing galvanisation for action on #ClimateChange from the Australian medical profession." @ama_media @DocsEnvAus insightplus.mja.com.au/2022/…
4
14
Bill Bovingdon retweeted
Blue Carbon Pioneer Arne Fjoertoft Says Mangrove Tree Is the Best Climate Machine blog.opisnet.com/blue-carbon… Expects to sequester 80,000 tons, with a new 21,000-acre project ready for verification this year. Total estimate for 2023 is over 100,000 tons 🙌🙌🙌
1
46
2
99
Devastating pictures coming out of #Geeveston of #ScrubbyHillFarm #Tasmania #flooding #huonvalley
15
15
2
40
And extraction industries have a poor history at decommissioning and remediation. You can bet when the penny drops for the hold-outs that these fossil fuels will need to largely stay in the ground, hands out for govt assistance will make quick-draw McGraw blush
~10% of the NEM already is gas. We need to keep existing assets running for their useful lives (10-20 years, fading tail). New 40 year generators not needed & instantly stranded. New extraction basins for next half century? Propaganda. Won’t help anything in under 10 years.
4
7
“Fossil fuels to produce electricity have heat losses of over 50%, and 75% in cars. Prioritize: >Direct electricity eg heat pumps and EVs >Low temperature heat >Then efficient hydrogen solutions >Use hydrogen-to-X for e-fuels and e-chemicals where other s…lnkd.in/gyUA5fWC
6