Climate Change: How to Invest for the Possibility

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Published at: seekingalpha.com

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

Capitalize Social Change

October 7, 2009

The social awareness of climate change presents an opportunity to capitalize on firms providing net benefits to the global carbon footprint.

The article is reflects the opinion of a horse coach builder on Motor cars

October 6, 2009

Analysis by: GLG Expert Contributor

Mature industries and their opinion leaders tend to become ignorant against facts after being conservative. This has happened all the times and is happening again when paradigms shift.the climate change is not just a Hollywood hillbilly, but is only not agreed by the international science community as absolutely certain and manmade because of political influence of governments trying to win time.The various needs and investment fields the author names are all interconnected and depend on each other. for medium term decisions depend on the political decisions shaped over the next few years, but on the long run reality will take grip and markets are already coming into existence. Companies not preparing now will not be able to enter the by then mature markets and disappear as coach builders did and the US car industry does right now.

Another Reset on the Climate Discussion? How to Harmonise Interests.

October 5, 2009

Analysis by: GLG Expert Contributor

In the article "Climate Change: How to Invest for the Possibility", the hypothesis of mankind's influence on the climate is dismissed, to put the attention of the reader to other important issues like food, energy and health.Here is given a proposal to put more harmony  between developing and developed countries, between the need for fuel and food, between the need for climate protection and economic growth.

Michael LynchConsultantMichael E. Lynch

ExxonMobil, Royal Dutch Shell, BP, Total, Chevron good bets on climate change

October 3, 2009

Why don't we trust weather forecasters? At the same time some people think coastal cities will be under water in 50 years. The reason is that pseudoclimatologists on TV say so. The earth may be getting warmer. It may be getting cooler. Climatologists disagree on this point. Little evidence suggests the trend of warming or cooling is unique to this century. Paleoclimatologists think this may be one of the cooler periods of the last 500 million years. Man's greenhouse emissions are insignificant.

Imagine Cap-and-Trade

October 2, 2009

Analysis by: GLG Expert Contributor

Look for IPOs and major companies who are interested in integrating energy and transportation into an electric powered, autonomously controlled, personal transportation system. Older coal plants will be replaced by new technologies like IGCC with higher efficiency. Engineering retrofits will improve heat rates and reduce carbon emissions per unit of energy. Cap and trade will be heavily regulated to prevent the abuses and 'gaming the system' we recently saw with mortgage derivatives, that led to the banking crisis.

Climate Change: How to Invest to Minimise the Possibility

October 2, 2009

Analysis by: GLG Expert Contributor

It is vital that funds invest in clean technologies so that these become viable and either prevent or mitigate the possibility of climate change.  What will be the point of some investments if the climate change is so significant that their market disappears.