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Kames Capital

Trading Permits

Since the start of 2017 to end August 18, the LME spot cobalt price has approximately doubled (at the top, in March 2018, it was 290% higher than in January 17)! But wait, there’s another ‘green’ commodity which has offered even better returns. Carbon… or more specifically the carbon permits that are traded under the EU Emission Trading Scheme (ETS), are up 390% since the start of 2017. Boom!

Human Life: A Cost-Benefit Analysis

Healthcare is expensive and stubbornly inflationary, particularly in the US. Despite spending the most per capita on healthcare, the US underperforms all other developed...

The Week in Green (February 23rd edition)

Nordic Green Bond Insurgence and Sustainable Disruption The Climate Bonds Initiative published a new report, The Green Bond Market in the Nordics, finding that the...

Flying Sustainably on the Alpha Carpet

Stockholm (NordSIP) - There is more than one way to invest sustainably. In the spirit of illustrating the hard work of portfolio managers that...

Don’t get ‘Amazoned’, warns Kames Capital

"From positions of high margins and returns earned via opaque pricing models or scale dominance, companies are staring at strategic dilemmas, as the costs...

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