UK confident COVID-19 tracking system will work to prevent a second wave

UK confident COVID-19 tracking system will work to prevent a second wave

When Health Secretary, Matt Hancock, announced a Covid-19 track and trace system could be up and running by 1 June, health workers warned of a second wave should the system fail. James Brokenshire, junior Interior Minister in charge of...

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Ericsson raises 5G forecasts

Ericsson raises 5G forecasts

Ericsson, a Swedish telecom equipment maker, announced it is raising its 2025 forecast 5G subscriptions globally to 2.8bn up 200m from 2.6bn on the back of the coronavirus pandemic. Telecoms is one of the few sectors, along with Healthcare and...

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ESG – 12 month read-through for small and mid-caps

ESG – 12 month read-through for small and mid-caps

A report from State Street Global Advisors (part of the trillion dollar club of leading asset managers that set terms for the rest of the investment industry) published towards the end of last year made some interesting points about...

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Has OPEC responded quickly enough to sinking oil demand?

Has OPEC responded quickly enough to sinking oil demand?

The Organisation of the Petroleum Exporting Countries (OPEC) announced a historic deal to cut production as The International Energy Agency expects oil demand to sink to the equivalent of at least a third of global supply (by 29m barrels...

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How and why the Oil and Gas sector should improve energy efficiency

How and why the Oil and Gas sector should improve energy efficiency

The Oil and Gas (O&G) industry continues to face scrutiny over the consequences its operations and business activities have on the environment. These companies are being asked to prove how they are helping to reduce carbon emissions. O&G companies...

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Renewables – Can the Covid crisis accelerate the sector by a decade?

Renewables – Can the Covid crisis accelerate the sector by a decade?

According to the stats provided by the UK electricity grid, renewable energy sources wind and solar accounted for 30% of grid power over the last month vs. 23% this time last year and there has been no electricity on...

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How Regs have helped to stimulate the Renewable market

How Regs have helped to stimulate the Renewable market

The concept of renewable energy is not new. The oldest form of renewable energy dates back to more than a million years ago, where traditional biomass was used to generate fire. c. 7000 years ago, wind was used to...

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Will big tobacco create the first Covid-19 vaccine?

Will big tobacco create the first Covid-19 vaccine?

Tobacco giant British American Tobacco Plc's biotech subsidiary, Kentucky BioProcessing, has developed an experimental COVID-19 vaccine where pre-clinical tests showed positive responses and the first phase of human trials could begin as early as late June. Drug makers around...

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Wind Energy: Pathway to Growth

Wind Energy: Pathway to Growth

These are exciting times for the global renewable energy industry. In this blog we aim to show why there is both an accelerated short-run and continued very strong long-run investment horizon case for wind power. Our investment case conclusions are...

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Is ESG essential to secure investment?

Is ESG essential to secure investment?

Over the last three months the concentration of assets under the largest investment funds (the trillion-dollar club) has increased substantially. The largest 1% of fund manager groups manages 61% of total AUM (assets under management) which is 243 times...

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