environmental markets
3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 20, 2023 by Colin Campbell · across every show →
Everything said about environmental markets, oldest first
Mar 20, 2023 bullish
Campbell: Environmental markets lack institutional capital to reach fair value
“More recently, we've come across environmental markets in the last five years, which we think is another example of one of these nascent markets where there is not significant capital yet and move those markets to what we think is, is fair value as an example.”
Mar 20, 2023 bullish
Environmental commodity markets will face shortages and price inflections by mid-2020s
“And in the window of time we're in now, sort of mid decade, 20 twenties, we are likely to be flipping into an environment where we're going to be in shortage of many of these instruments. And that's likely to cause a significant price inflection.”
Mar 20, 2023 positive
Campbell: Environmental markets reward active market picking over passive beta
“This is very much a sort of market pickers opportunity or sort of a stock pickers type opportunity where you want to cherry pick the markets that are the most interesting at current prices and given the current fundamentals and regulatory regimes.”