All Alternatives articles – Page 14
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White papersThe next stage of ESG evolution in the pension landscape
”The ESG pillars have never been so central to the investment conversation.”
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White papersESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
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White papers2024 Responsible Investment Views
”Responsible Investing is moving from a niche to a standardised environment.”
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White papersClimate-Related Stress-Testing and Net-Zero Valuation
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies. In this study, we use a publicly available dataset created by the Bank of Canada that combines the scenarios developed by the MIT Economic Projection and Policy Analysis (EPPA) model with the results from two macroeconomic models (ToTEM and BoC-GEM-Fin) to illustrate price and production patterns for 10 emission-intensive sectors across 8 aggregated regions.
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White papersESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papersSustainability: Interconnected challenges and what we’re doing about them
Some of the world’s biggest challenges are inextricably intertwined. Here, we look at potential solutions across four interconnected areas: halting climate change, improving efficiency, embracing a circular economy, and promoting greater social inclusion.
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White papersHas the ESG bubble burst?
The blowback against ESG has taken on a life of its own in recent months but, even in the face of rising political opposition and a slowdown in fund flows, the real-world challenges ESG investing is designed to address are too big to ignore.
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White papersNet Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papersReal asset megatrends: Global trends shaping investment opportunities
Megatrends are long-term, global themes forecast to shape and transform society, the economy, and the environment over the next few decades. Investors are able to participate in the propagation of these trends through allocations to real assets, which are tangible physical assets with intrinsic value due to their substance and properties.
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White papersSustainability watch: record temperatures, marine biodiversity and renewable investment
Our selection of sustainability news from October includes news of the hottest year on record, the largest-ever US state investment in renewable energy, and Ireland’s potential to develop a sustainable aviation fuel (SAF) industry.
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White papersA sea change for global shipping
Nordic ferry group Scandlines is completing the construction of one of the world’s first electric freight ferries.
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White papersBiodiversity investing: three drivers of alpha
Protecting biosystems is an obligation for responsible investors but we believe it can also bring long-term rewards.
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White papersDoing good and doing well: Our approach to sustainable fixed income
What are the core principles of sustainable investing, why does it make sense in this environment, and what kind of companies do we look to invest in? Mitch Reznick, Head of Sustainable Fixed Income, shares the team’s view.
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White papersThe Ubiquity of Plastic Packaging and its Investment Implications
Inordinate plastic packaging waste but limited alternatives highlights the distinction between sustainable management of ESG impacts and financial credit risks.
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White papersA new form of regenerative agriculture
Regenerative agriculture principles sit at the core of food production in the transition to new food systems. They form a vision of food production that seeks to enhance soil health and empower farmers, while at the same time maintaining nutrient content and crop yield.
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White papersBuilding new food systems with GM crops
Modern agricultural biotechnology is harnessing ecological and biological science to improve food security in the face of population pressures and climate change. Genetically modified (GM) crops are a key innovation poised to drive the next green revolution in food production, in our view.
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White papersBiodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
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White papers‘A race to the top’: CBAM’s impact on global carbon pricing
The European Union’s (EU) carbon tax on imported industrial goods has the potential to accelerate global efforts to better price greenhouse gases. Investors in carbon markets stand to benefit from new opportunities arising from the growth of emissions trading schemes (ETSs). These include accelerated price convergence and an improved ability to hedge against the transition risks of higher carbon prices on portfolios.
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White papersHow is precision agriculture transforming food systems?
The transition to new food systems will disrupt existing profit pools across industries and create new ones. This transformation is anticipated to potentially generate annual revenues of USD 1.5 trillion globally by 2030.
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PodcastOuterblue Talks Research – Beyond crypto; Understanding central bank digital currencies
Payment habits have evolved dramatically over the last few decades. The use of cash has been shrinking for some time, but this phenomenon was rapidly accelerated by the Covid crisis.
