I belatedly found this slide deck from a GMO presentation from earlier in the year talking about climate change and investing at the LSE: http://www.lse.ac.uk/GranthamInstitute/news/the-mythical-peril-of-divesting-from-fossil-fuels/

This afternoon on Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. -Can volatility be viewed as a whole or a sum of many parts? -How stock selection can help insulate a portfolio in volatile times ...

Good breakdown by Credit Suisse (via the Wall Street Journal) on where the US earnings growth is coming from:

The shoe is on the other foot for a change with a Chinese company (recently listed Contemporary Amperex Technology - the world's largest EV battery manufacturer) announcing a new factory in Germany yesterday. From Bloomberg:

June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, International up 1.3% and the tactical funds up between 0.3% and 0.9%. These returns were supported by a fall in the Australian dollar, which added significantly to performance in June.

On this episode of Nucleus Insights, Resources - Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. Commodity price outlook World commodity demand Resources sector valuations How Nucleus Wealth executes our views in client portfolios

Last night on ABC News - The Business Damien comments on the recent events in the Banking and Financial Planning Industry.

This episode of Nucleus Insights, Quant Rocks : Value is Key [3/4] will have Damien Klassen and Tim Fuller discussing Damien's favourite tool. How does Nucleus pick 'Value' stocks ? Man vs Machine: Where do quant processes help, where do they hinder ? How Value stocks perform over the long term ?

On this episode of Nucleus Insights, China Triple Threat will have David Llewellyn-Smith joining Damien Klassen and Tim Fuller to cover the latest from China.

May continued to see positive returns across our portfolios, our Australian fund was up 2% and the rest were up around 1% over the month. These returns came as protectionist trade rows flared and markets belatedly realised that European growth is slowing more sharply than expected - themes that we ...