Content (216)
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WebinarWebinar | rethink net zero: investing in the transition
Watch the replay of our webinar: rethink net zero: investing in the transition
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White papersCan high emitters be net-zero leaders?
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.
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White papersConvertible bonds: cutting emissions and promoting efficiency
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.
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White papersCooling high-carbon sectors with corporate bonds
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?
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White papersTargeting net zero: 5 reasons to rethink portfolio decarbonisation
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.
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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 papersDon’t expect rates volatility to decline overnight
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.
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White papersFrom climate pledge to portfolio: key net-zero policies
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.
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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 papersPlastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papersShould markets fear the services slowdown?
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.
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White papersFixed income: a bull steepener as rates peak?
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.
