Blog Archives

LATEST from Pana

The Next Generation of Commodity Returns

By Caroline Abramo Introduction Today’s oil and gas sectors are considered mature businesses with understood returns, cash flow characteristics and risks. The economic profile of new low – carbon businesses and how they will develop in the future is less understood. In this article, we will assess the return characteristics of these businesses as they […]

SEE MORE +

Making sense of the CFTC Report on Managing Climate Risk in the US Financial System

By Caroline Abramo Introduction: This ground-breaking report was issued September 9, 2020. Here at Pana LCE, we have taken a keen interest in interpreting the report’s findings on many of key areas that impact our investments. In this article, we have highlighted those that have the most financial bearing on our investments. The opportunity for […]

SEE MORE +

The ESG Investment Opportunity

By Caroline Abramo Introduction ESG Investments, inclusive of Impact and SRIs, are the fastest growing sector in Asset Management, presenting trillions of dollars of investment opportunities. Within the broader range of ESG investments, climate investments are among the most prominent and, to the surprise of many, offer some of the best returns. Pana LCE approaches […]

SEE MORE +

Caroline and Rachel Minard of Minard Capital discuss the basics of investing in a Low Carbon Economy.

Click here to view this video.

SEE MORE +

Caroline and Rachel Minard of Minard Capital continue their discussion around investing in a Low Carbon Economy.

Click here to view this video.

SEE MORE +

Caroline discusses how Pana LCE helps investors navigate the climate space with Rachel Minard of Minard Capital.

Click here to view this video.

SEE MORE +

Rachel Minard of Minard Capital reviews with Caroline the important questions investors should be asking right now.

Click here to view this video.