Tal Lomnitzer, CFA
Tal Lomnitzer is a Senior Investment Manager on the Global Natural Resources Team at Janus Henderson Investors, a position he has held since 2019. He is responsible for several ESG oriented portfolios within the Global Natural Resources suite of strategies. Prior to this, he was deputy head of global resources and fund manager at Colonial First State Global Asset Management from 2011. He launched and ran various global resources and energy funds at Merchant Capital, NewSmith Capital, and ORN Capital, where he was a partner from 2010, 2007, and 2004, respectively. Tal began his career in 1998 at Morgan Grenfell/Deutsche Asset Management.
Tal received first class BA and MA degrees in economics from Cambridge University. He holds the Chartered Financial Analyst designation and several ESG accreditations including the CFA Level IV Certificates in Climate & Investing and ESG Investing as well as the UNPRI Advanced Responsible Investment Analysis Certificate. Additionally, he is certified by the Institute of Directors, currently serving as Chairman of HVH Arts a charity serving underprivileged children in London. He has 23 years of financial industry experience.
JH Explorer in Chile: Supplying the metals for decarbonisation
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.
Resources ready to be recharged
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
Global Natural Resources Team travel diary: sunrise on green steel
Truly green, carbon-free steel is being produced at the HYBRIT pilot project in Sweden.
US Climate Bill: a significant step towards net zero and a boost for natural resources
The US Inflation Reduction Act represents major progress towards the move to net zero
Is the answer to CO2 emissions beneath our feet?
To meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions and carbon capture, utilisation and storage is one solution gaining significant traction.
Could sustainable buildings help get us to net zero?
Multiple structural shifts are underway across the built environment as it undergoes rapid transformation to reduce its carbon intensity.
Can we feed the planet and still hit net zero?
In an urgent bid to address the agriculture sector’s carbon footprint, while balancing the needs of feeding the global population, a wave of innovative solutions and technologies are quickly emerging.
Investing in the EV revolution
As the push to electrify vehicles steps up, demand for the minerals required to build them is set to intensify.
Is green hydrogen a net zero game-changer?
The global race to decarbonise is driving strong investment into green hydrogen projects. As a renewable energy source, could this humble molecule prove to be a game-changer in achieving net zero by 2050?
Net zero: A once-in-a-lifetime investment opportunity?
The global commitment to net zero emissions by 2050 is gaining momentum, and investment in innovation will be vital to achieving it. This transition represents a multi-decade investment opportunity as the world targets a net zero future.
The surprising case for natural resources
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
Investing in nuclear energy: are we at a new dawn?
Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.