Latest Articles

Published on Thursday, 28 August 2014 14:49
Open burning of rubbish contributed an estimated 5% of global green house gas emissions in 2010. This is a major source of such emissions not accounted for in the current models.
Published on Wednesday, 27 August 2014 14:48
Buildings contribute about one third of total greenhouse gas emissions and offer one of the most productive sources for sourcing reductions at the least cost with proven or commercially available technologies. Singapore's programs are a good example of the potential gains that can be achieved.
Published on Tuesday, 26 August 2014 06:44
Booming Rooftop Solar Power is running into difficulties. The story from the salespersons is convincing and large numbers in the United States are signing up but it success is heavily dependent on continued cooperation between the solar company, the local utility and the homeowner. How likely is that?
Published on Thursday, 21 August 2014 13:53
Milton Friedman view of sustainability was based upon a singular focus on shareholder returns. While we could perhaps agree that this is too narrow a view of business sustainability, where do we draw the line on additional criteria? Does Unilever have some answers?

Latest Portfolio News

Published on Monday, 25 August 2014 14:38
Finally the Pacific Basin Shipping stock finally came into the black and even General Electric, the other laggard also moved into positive territory. As a result the RealReturnEnvironment portfolio is now up nearly 28% since its inception in December 2013.
Published on Monday, 18 August 2014 05:44
The RealReturnEnvironment (RRE) portfolio ended the week up 26% from its initiation in December 2013.The geopolitical concerns in the Ukraine caused  a Friday fall in the US markets as apparently Russian troops were confronted in domestic territory by the Ukraine forces with worrisome consequences. General Electric with the sale of its appliance division still lags the market as does Pacific Basin Shipping even further behind.
Published on Monday, 11 August 2014 03:16
The RealReturnEnvironment (RRE) portfolio has held up well under the increasing geopolitical stress in the Ukraine and Gaza. At the same time the intervention of the United States in northern Iraq to protect US installations and personnel as well as to provide relief supplies for a minority sect from potential genocide has actually seemed to support the markets on Friday. However stock specific issues with Pacific Basin Shipping and to a lesser extent with General Electric have served to drag down results and they are both candidates for selling. The RRE portfolio ended the week up 22.5% from its origination in December 2013.
Published on Monday, 04 August 2014 09:47
The RealReturnEnvironment (RRE) portfolio survived the purge of the US markets over the last week due to geopolitical concerns in Ukraine and Gaza. The Dow Jones Index lost all of its gains for 2014. The RRE portfolio is still standing with a gain of 21.5% for the period since December, 2013 (see below). But there are many challenges ahead.