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Harry Thomas

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2024

WorldWatch

Globe How Datacentres & AI are relevant for environmental equities

31 October 2024

Datacentres are not a new phenomenon - the world has been seeing rapid growth in the deployment of datacentres for many years. But more recently this growth rate has been accelerating due to the adoption of AI, with strong growth expected to continue for many years to come. This has widespread implications for the environment, for economies and for equities, including our environmental universe.

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Outlook

Market Environmental Solutions Outlook

14 October 2024

Latest Environmental Solutions outlook. 

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2023

WorldWatch

Globe TT Environmental Solutions | Charitable Donations

20 December 2023

At the heart of TT's Environmental Solutions Strategy is its commitment to supporting charitable causes, directing capital towards meaningful initiatives that address environmental problems and align with the fund's values. Our innovative fee structure is designed to deliver tangible impact, with one-third of our management fees given to carefully selected environmental charities at no cost to investors. In this video, we explore four distinct charities: Heal Somerset, UWA Oceans Institute, Global Returns Project, and Thousand Year Trust, all of which the strategy actively supports.

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WorldWatch

Globe Environmental Equities: Storm Clearing

30 November 2023

2023 has been a perfect storm for environmental equities generally, and our investable universe in particular. But as we head into 2024, many of these headwinds are easing and a far brighter outlook beckons. In this piece we outline why, before illustrating that we have record-high upside in our portfolio by discussing five holdings that we believe could double over the next three years.

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2022

WorldWatch

Globe COP27: what to expect

4 November 2022

From 6 to 18 November, Heads of State, ministers and negotiators, along with climate activists, mayors, civil society representatives and CEOs will meet in the Egyptian coastal city of Sharm el-Sheikh for the world’s largest annual gathering on climate action. COP27 will build on the outcomes of COP26 to deliver action on an array of issues critical to tackling the climate emergency – from urgently reducing greenhouse gas emissions, building resilience and adapting to the inevitable impacts of climate change, to delivering on the commitments to finance climate action in developing countries. Faced with a growing energy crisis, record greenhouse gas concentrations, and increasing extreme weather events, COP27 seeks renewed solidarity between countries, to deliver on the landmark Paris Agreement, for people and the planet. As COP27 fast approaches, we thought it would be an opportune time to reflect on some of the expected outcomes from the conference and the potential opportunities these might present for the themes and sub-themes within the TT Environmental Solutions Strategy’s investable universe.

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White Paper

Papers Looking beyond low carbon to holistic environmental investing

30 March 2022

The world is not on track to achieve the Paris Agreement temperature targets, and low carbon investing in isolation is unlikely to change this. The magnitude of the environmental crisis facing our planet requires that allocators take bold and creative action. In this paper we set out the case for supplementing a low carbon approach with an environmental solutions strategy, which we believe will grant investors access to the biggest structural growth opportunity of a generation. 

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2021

WorldWatch

Globe COP15 Part 1, COP26 and the Role of Biodiversity in Financial Markets

29 November 2021

With COP15 Part 1 and COP26 now over, the conferences have arguably achieved more than expected but less than hoped. To make sense of the potential impact of these events for the planet and investors, Harry Thomas, Co-Portfolio Manager of the TT Environmental Solutions Strategy, recently held a webinar discussion with leading ecology expert Dr Joseph Bull.  

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WorldWatch

Globe COP15 and COP26: what could these pivotal events mean for the planet and investors?

28 October 2021

The COP15 and COP26 events have rightly attracted much attention in the press as they are crucial if climate change and biodiversity loss are to be brought under control. At this potential turning point for the world, Harry Thomas, Co-Portfolio Manager of the TT Environmental Solutions Strategy, recently held a discussion with Dr Joseph Bull to learn more about what these events could mean, both for the planet and investors. 

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WorldWatch

Globe TT Environmental Solutions Strategy 1-Year Anniversary - Key Performance Drivers and Themes

2 June 2021

On 11th May 2021 the TT Environmental Solutions strategy celebrated its one-year anniversary. In the following piece we detail how we added value over the past year, before discussing why we find the environmental thematic so compelling, even after the rally seen in 2020. Finally, we outline some of the key sub-themes that look particularly promising. 

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White Paper

Papers TT Environmental Solutions Strategy - Genesis, Objectives and Key Differentiators

2 June 2021

We discuss the strategy’s genesis, objectives and key differentiators, before outlining why we find environmental equities so exciting looking forward.

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White Paper

Papers Impact investing 2.0: revenue sharing with charities to directly improve the environment

31 March 2021

TT International issues a rallying cry to the wider industry calling for Impact Investing 2.0, where sustainable funds give one-third of their management fees to carefully selected environmental charities, as the TT Environmental Solutions strategy does. 

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WorldWatch

Globe TT Environmental Solutions strategy Q&A

31 March 2021

We answer some of the most interesting questions that investors have asked us about the TT Environmental Solutions strategy in recent months. 

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2014

WorldWatch

Globe Emerging markets: picking up the baton

25 September 2014

We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.  

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2013

WorldWatch

Globe Opportunity knocks for Emerging Markets

1 December 2013

It has become very consensual to be bearish on Emerging Market (“EM”) equities, but with a nascent synchronised uptick in the world economy in prospect for 2014 and with valuations for EM equities at historic lows, the risk/reward is becoming more finely balanced. We explore the main themes that will dominate markets in 2014, why the opportunities for EM investors are becoming greater and why long-term investors should begin the process of building exposure.

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