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.
Avoided emissions – the benefits of tracking a climate positive metric on the path to net zero
Importance of avoided emissions and the implications for investors.
JH Explorer in London: We must stop (m)eating like this
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
JH Explorer in Canada: Québec “La Belle Province” is setting the pace for electrification
Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Could sustainable buildings help us achieve net zero?
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
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.
Is green hydrogen a net zero game changer?
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
Quick view: can we feed the planet and still hit net zero?
Key approaches to achieve sustainable agriculture, and the significant investment opportunity.
JH Explorer in Sweden: 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
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.