Content (45)

  • Annual Sustainable Investment Report 2020

    White papers

    Annual Sustainable Investment Report 2020

    2021-05-05T16:11:00Z

    Sustainable investing delivered through our connected intelligence

  • Paths to Net-Zero Carbon Portfolios

    White papers

    Paths to Net-Zero Carbon Portfolios

    2021-04-28T16:03:00Z

    Asset owners and asset managers currently face more questions than answers on where to begin to achieve an investment strategy that aligns with the Paris Accords aligned goal of a net-zero carbon (NZC) economy by 2050.

  • Emerging Markets Corporates - An Unturned Stone in the Search for Yield

    White papers

    Emerging Markets Corporates - An Unturned Stone in the Search for Yield

    2021-04-07T12:44:00Z

    The fixed income landscape has become more complex for insurers. Achieving the perennial goal of earning returns sufficient to meet their obligations without putting too much at risk is more difficult in a low-yield environment. Rather than moving down the quality spectrum or adding illiquid asset classes to make up yield, we advocate for an allocation to emerging markets corporate debt.

  • Capturing Structural Change - A Guide to Thematic Investing

    White papers

    Capturing Structural Change - A Guide to Thematic Investing

    2021-03-24T12:54:00Z

    Is it time to change how we think about equity portfolio construction and focus on the big waves of structural change?

  • Packaging in the Circular Economy

    White papers

    Packaging in the Circular Economy

    2021-03-18T12:48:00Z

    Packaging plays a critical role in protecting products, preserving foodstuffs, and ultimately facilitating modern lifestyles. 

  • What is the Future of Green Building?

    White papers

    What is the Future of Green Building?

    2020-12-16T12:01:00Z

    Buildings represent around 40% of both global energy use and greenhouse gas emissions (GHG).1 While other sectors, such as transport and power generation, have a clear roadmap to decarbonisation, the route to reducing the energy and emissions footprint of buildings remains less clear.

  • The Question Is…Are Developed Markets Turning into Emerging Markets?

    White papers

    Episode 3: The Question Is…Are Developed Markets Turning into Emerging Markets?

    2020-12-10T12:07:00Z

    Massive debt loads, financed by printed money. Once upon a time, that might have described emerging markets, but the tables have turned.

  • Renewable Energy Credits’ Carbon Secret

    White papers

    Renewable Energy Credits’ Carbon Secret

    2020-11-03T16:26:00Z

    The unbundling of renewable  from renewable electricity  and its implications for reported emissions

  • Sustainability Talks - What COVID-19 Means for Globalisation

    White papers

    Sustainability Talks: What COVID-19 Means for Globalisation

    2020-09-03T16:31:00Z

    The supply and demand shocks precipitated by COVID-19 will dissipate in the coming months and years, but there are reasons to believe the virus may have longer-lasting impacts, notably on the rate and direction of globalisation. 

  • Sustainable Investing at LAM

    White papers

    Sustainable Investing at Lazard Asset Management

    2020-07-16T13:54:00Z

    Humanity faces multiple global threats, such as climate change, social inequality, and business fragility. We believe challenges such as these will prompt consumers, businesses, and governments to favor products, services and policies that promote a more sustainable future. This has implications for investors, and they need to be aligned with the direction of change.

  • Hydrogen’s Role in the Green Economy

    White papers

    Hydrogen’s Role in the Green Economy

    2020-06-19T10:43:00Z

    Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element’s uses have mostly been limited to large-scale, carbon-heavy industries.

  • COVID-19 Is Radically Shifting Consumer Behaviour

    White papers

    COVID-19 Is Radically Shifting Consumer Behaviour

    2020-05-13T08:40:00Z

    The Coronavirus Disease 2019 (COVID-19) is having a profound effect on people’s lives and livelihoods all over the world. This global public health emergency has impacted many sectors acutely and in a different way to any financial, humanitarian, or natural crisis since World War II. Governments, companies, and individuals are all implementing unprecedented responses. Some of the behavioural changes we are seeing may be transitory, but others will likely be longer lasting, especially where they accelerate existing structural trends.