Content (320)

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    White papers

    *Learning from the past, looking into the future*

    2022-09-14T16:13:00Z

    When evaluating future long-term investment opportunities, it is vital to consider the past as well as the present. Examining the interconnections between the drivers of previous industrial revolutions, and technological advances, can help us assess the role and value of those of today: are they independent quick fixes or vital components in a new environmental infrastructure?

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    White papers

    The challenges that lie ahead - can investing in infrastructure help?

    2022-09-12T16:11:00Z

    Particularly during the height of the pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.

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    White papers

    How can investors aid pandemic resilience?

    2022-09-09T16:09:00Z

    Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help bolster resilience against future pathogens? Alexander Bernhardt and Delphine Riou explore.

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    White papers

    Why ‘green’ hydrogen is the energy pathway of the future

    2022-09-08T16:06:00Z

    ‘Green’ hydrogen – made from renewable energy sources – is seen more and more as the holy grail in the transition to a carbon-neutral economy. With a wide range of applications, green hydrogen could reduce global greenhouse gas emissions by a third in the coming decades at a reasonable cost, making it an attractive investment option. Thibaud Clisson and Julien Bouyssou explain.

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    White papers

    Five ways to fight ESG scepticism

    2022-08-31T16:03:00Z

    It has been a mixed year for sustainable investment. On the one hand, the financial sector has signed up to net zero commitments en masse – not to mention the sector-wide efforts to prepare for and implement SFDR. On the other hand, scepticism has grown around how deep the implementation of ESG integration and sustainable investment practices really go.

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    White papers

    Suspension of US-China climate talks puts global efforts at risk

    2022-08-29T16:01:00Z

    Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues, China has suspended Sino-US collaboration on global warming. Details are not yet available, but the impact on global de-carbonisation could be substantial, especially if last November’s Joint Glasgow Declaration by the world’s largest CO2 emitters is at stake.  

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    White papers

    What does the future hold for the EU ETS?

    2022-08-23T15:58:00Z

    Political debate continues on EU emissions trading reforms to help meet the bloc’s emissions reduction targets. Thibaud Clisson summarises the recent developments and looks to the future.

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    White papers

    *Global tensions: Investment strategies for uncertain markets*

    2022-08-18T15:54:00Z

    Geopolitical tensions and economic uncertainty are threatening market stability, yet many investors remain unprepared for the challenging times ahead. Private markets and private debt offer an attractive alternative.

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    White papers

    *Can private markets help investors ride the inflation wave?*

    2022-08-17T15:51:00Z

    Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets help investors sustain returns?

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    White papers

    To reach net zero, overhaul the built environment

    2022-08-16T15:48:00Z

    Buildings account for over a third of global energy-related CO2 emissions. Focusing on reducing these – both operational and embodied emissions – represents a significant opportunity for investors over the next decade, as Nicolas Toupin explains.

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    White papers

    Measuring the impact of climate change on equity risk and portfolio choice

    2022-08-10T15:27:00Z

    This article is part of our series on current academic research into a range of sustainable investment topics. The papers discussed were presented at the latest annual GRASFI conference.

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    White papers

    Can equity value investing be sustainable?

    2022-08-03T15:24:00Z

    Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint and a lower environmental, social and governance (ESG) score than corresponding traditional, market-capitalisation-weighted indices which invest in all listed companies. Can value portfolios be made sustainable?