Content (216)

  • Webinar | rethink net zero- investing in the transition

    Webinar

    Webinar | rethink net zero: investing in the transition

    2023-12-04T12:55:00Z

    Watch the replay of our webinar: rethink net zero: investing in the transition 

  • Can high emitters be net-zero leaders?

    White papers

    Can high emitters be net-zero leaders?

    2023-11-30T11:16:00Z

    At LOIM, our way of deploying capital in the transition to a more sustainable economy differs from many low-carbon strategies. We do not only target businesses that already emit relatively low levels of carbon. Instead, we also seek out firms in economically important but emissions-intensive sectors – like steel and cement – that have ambitious and credible plans to decarbonise and whose progress might be underappreciated by the market. 

  • Convertible bonds- cutting emissions and promoting efficiency

    White papers

    Convertible bonds: cutting emissions and promoting efficiency

    2023-11-30T11:12:00Z

    Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.

  • Cooling high-carbon sectors with corporate bonds

    White papers

    Cooling high-carbon sectors with corporate bonds

    2023-11-30T11:06:00Z

    Investing in companies that are already low-carbon today does nothing to lower emissions in the future. That’s why we invest in transitioning companies with credible plans to decarbonise. How do we assess companies for their climate alignment to see if they make the cut for our TargetNetZero credit strategy?

  • Targeting net zero- 5 reasons to rethink portfolio decarbonisation

    White papers

    Targeting net zero: 5 reasons to rethink portfolio decarbonisation

    2023-11-03T11:47:00Z

    Why should investors consider rethinking their approach to aligning to net zero? Because in our view many current solutions, which focus on today’s low-carbon companies, have real flaws. 

  • Sustainability watch- record temperatures, marine biodiversity and renewable investment

    White papers

    Sustainability watch: record temperatures, marine biodiversity and renewable investment

    2023-10-31T14:26:00Z

    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.

  • Don’t expect rates volatility to decline overnight

    White papers

    Don’t expect rates volatility to decline overnight

    2023-10-30T14:24:00Z

    The volatility in interest rates has surged over the past two years as central banks have fought this long-lasting increase in inflation. In this weekly edition of Simply put, we explain how this risk evolution has significantly reshaped our asset allocation.

  • From climate pledge to portfolio- key net-zero policies

    White papers

    From climate pledge to portfolio: key net-zero policies

    2023-10-27T12:58:00Z

    In the race to meet the emissions reduction targets set by the Paris Agreement, governments around the world are enforcing policies to decarbonise their economies. This poses a key transitional risk for investors, given the potential impact on industry and business operations. Meanwhile, investors face pressure from financial regulators to provide more information about their portfolio exposures to carbon.  

  • A new form of regenerative agriculture

    White papers

    A new form of regenerative agriculture

    2023-10-25T12:54:00Z

    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.

  • Plastic wrap- curbing microplastics and promoting reuse models

    White papers

    Plastic wrap: curbing microplastics and promoting reuse models

    2023-10-24T17:22:00Z

    Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.

  • Should markets fear the services slowdown?

    White papers

    Should markets fear the services slowdown?

    2023-10-23T17:19:00Z

    Growth in the services sector has taken a downwards turn. Can the improving manufacturing alone sustain US economic growth? In this weekly installment of Simply put, we assess the likely impact of a slowdown in the services industry on markets.

  • Fixed income- a bull steepener as rates peak?

    White papers

    Fixed income: a bull steepener as rates peak?

    2023-10-23T17:16:00Z

    In past market cycles, yield-curve inversions like the one seen this year have almost always been followed by an episode of bull steepening, when short-term interest rates fall faster than those in the long term. In this issue of Alphorum, we consider the most likely yield-curve scenario from here and how it informs our positioning.