Phimprapha Kitaiamphaisan/iStock via Getty Images The following segment was excerpted from Nomura Climate Solutions Fund Q1 2026 Strategic Positioning. For 1Q26, Nomura Climate Solutions Fund Institutional Class shares delivered strong outperformance during the quarter versus the Fund's benchmark, the MSCI ACWI Investable Market Index, driven primarily by exceptional sector allocation. Energy emer...
Phimprapha Kitaiamphaisan/iStock via Getty Images The following segment was excerpted from Nomura Climate Solutions Fund Q1 2026 Strategic Positioning. For 1Q26, Nomura Climate Solutions Fund Institutional Class shares delivered strong outperformance during the quarter versus the Fund's benchmark, the MSCI ACWI Investable Market Index, driven primarily by exceptional sector allocation. Energy emerged as the leading sector in the benchmark by a significant margin, followed by utilities and materials – three of our four representative sectors. Industrials, our fourth representative sector, also performed well within the benchmark. Crucially, our Fund outperformed the benchmark across all four of these sectors, contributing the lion's share of positive relative performance. This outperformance reflects our strategic positioning in companies that benefit from the structural shifts toward energy security, supply chain resilience, and decarbonization – themes that became increasingly relevant as geopolitical tensions escalated. Darling Ingredients Inc. ( DAR ) emerged as the top contributing stock within our Fund for the quarter, demonstrating how the ongoing Middle East conflict created opportunities beyond traditional energy sectors. While Darling sits in the consumer staples sector rather than one of our four traditional representative sectors, it represents a key investment theme within climate solutions. Darling's business model – developing and producing natural ingredients from edible and inedible bio-nutrients across Feed, Food, and Fuel ingredients segments – positioned it perfectly for the current environment. On the Fuel Ingredients side, the company is one of the largest renewable diesel producers in North America through its Diamond Green Diesel joint venture, using animal fats, cooking oil, and other feedstocks. As global oil markets experienced one of their largest disruptions ever because of the Iran war, investors embraced lower-priced, lower-carbon alter...
China’s solar industry is tacitly admitting something it has feared for years: it doesn’t know how to escape chronic overcapacity that has weighed on profits. The main message from executives at the world’s largest solar conference in Shanghai this week was an acknowledgment that the sector should shift to new areas of growth, like batteries or even projects in space. A relentless race to outdo ri...
China’s solar industry is tacitly admitting something it has feared for years: it doesn’t know how to escape chronic overcapacity that has weighed on profits. The main message from executives at the world’s largest solar conference in Shanghai this week was an acknowledgment that the sector should shift to new areas of growth, like batteries or even projects in space. A relentless race to outdo rivals has created a glut of manufacturers that, while helping drive down solar-panel prices and fueling a global clean-energy boom, has left producers mired in losses for more than two years. “The entire industry is locked in a zero-sum game, with only one outcome — fighting in the mud leaves no winner,” Zhu Gongshan , chairman of GCL Technology Holdings Ltd., said at the SNEC PV+ conference. “The past strategy — centered on expanding production, cutting prices, and chasing scale — has reached its physical limits.” Chinese solar companies have proposed a number of measures over the last few years in an attempt to reduce output and set a price floor. Their efforts, however, have been unable to curb excess capacity or deliver a meaningful recovery in prices. Against that backdrop, executives are now focusing increasingly on energy storage as a potential escape route. The traditional concept of a standalone solar manufacturer will gradually fade as companies seek to capture growing demand for batteries, particularly from power-hungry data centers, said Zhu. Longi Green Energy Technology Co. , China’s largest solar-panel maker by market value, entered the storage business only late last year. The company is now aiming for a storage division that will grow to the same scale as its solar business within about five years. Still, the rush into batteries has prompted concerns that the industry could repeat the mistakes that led to today’s solar glut. Several executives at the conference cautioned that investment is already pouring into energy storage at a pace that risks creating ano...
According to an SEC filing dated May 14, 2026, Sagil Capital LLP fully exited its holding in Teekay Tankers (NYSE:TNK) ,, selling 373,640 shares. The estimated value of this trade is $25.01 million, based on the average closing price for the first quarter of 2026. The net position change for the quarter, which factors in both trading and price movement, was a decrease of $19.96 million. Sagil Capi...
According to an SEC filing dated May 14, 2026, Sagil Capital LLP fully exited its holding in Teekay Tankers (NYSE:TNK) ,, selling 373,640 shares. The estimated value of this trade is $25.01 million, based on the average closing price for the first quarter of 2026. The net position change for the quarter, which factors in both trading and price movement, was a decrease of $19.96 million. Sagil Capital LLP sold out of Teekay Tankers. Top holdings after the filing: Continue reading
Fluence Energy, Inc. (NASDAQ:FLNC) is included among the 10 Best Renewable Energy Stocks to Buy According to Billionaires. Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader in energy storage products and services, and cloud-based software for renewables and storage assets. Fluence Energy, Inc. (NASDAQ:FLNC) received a significant boost on June 1 when it was […]
Fluence Energy, Inc. (NASDAQ:FLNC) is included among the 10 Best Renewable Energy Stocks to Buy According to Billionaires. Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader in energy storage products and services, and cloud-based software for renewables and storage assets. Fluence Energy, Inc. (NASDAQ:FLNC) received a significant boost on June 1 when it was […]
For much of the AI boom, investors focused on the obvious winners: Nvidia Corp. and memory-chip makers such as Micron Technology Inc.. But a quieter trend has emerged over the past month. Some of the biggest stock-market winners have been...
For much of the AI boom, investors focused on the obvious winners: Nvidia Corp. and memory-chip makers such as Micron Technology Inc.. But a quieter trend has emerged over the past month. Some of the biggest stock-market winners have been...
Homes in New Zealand’s capital were flooded with faeces and sanitary products on Friday after an overnight storm blocked waste water pipes, the city’s utilities company said. Wellington Water said the waste water overflow in the picturesque suburb of Island Bay was the result of a blocked main. It said five properties were affected by the overflow and its crews were working to remove the faeces an...
Homes in New Zealand’s capital were flooded with faeces and sanitary products on Friday after an overnight storm blocked waste water pipes, the city’s utilities company said. Wellington Water said the waste water overflow in the picturesque suburb of Island Bay was the result of a blocked main. It said five properties were affected by the overflow and its crews were working to remove the faeces and sanitary products and disinfect the homes. “There is a suction truck on-site at the overflow,”...