All Clean Energy articles

  • On the ground in Turkey – where down means up
    White papers

    On the ground in Turkey – where down means up

    2024-10-02T09:55:00Z By Premier Miton Investors

    Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, pens a postcard from Turkey and argues “there is no substitute for on the ground research”.

  • Supporting the Clean Energy Transition- Opportunities in Emerging Markets Debt
    White papers

    Supporting the Clean Energy Transition: Opportunities in Emerging Markets Debt

    2024-10-01T00:00:00Z By Lazard Asset Management LLC

    Emerging markets are missing out on the wave of clean energy investment seen since 2020, according to the International Energy Agency (IEA): “Global clean energy investment has risen by 40% since 2020, reaching an estimated $1.8 trillion in 2023, but almost all the recent growth has been in advanced economies and in China. By contrast, other emerging and developing economies account for less than 15% of total investment, despite being home to 65% of the world’s population and generating about a third of global gross domestic product.”

  • The energy transition- 10 essential indicators for insurers
    White papers

    The energy transition: 10 essential indicators for insurers

    2024-09-24T14:41:00Z By Nuveen

    A concerted global effort is underway to decarbonize industries, particularly the energy sector, through a series of policy and regulatory interventions. This international push, building on the momentum of the Paris Agreement, aims to create a more secure and sustainable future.

  • How cutting-edge energy infrastructure is delivering old-fashioned returns
    White papers

    How Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns

    2024-09-24T14:26:00Z By Generali Investments

    The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.

  • US_Election_and_Energy_1600x500
    White papers

    The U.S. Election and Energy: More Than Meets the Eye

    2024-09-12T13:38:00Z By Neuberger Berman

    The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world? The Biden-Harris administration has staked much of its political capital on the energy transition—curbing carbon emissions and encouraging the use of electric cars and renewable energy—while former President Donald Trump is known for his support of the fossil fuel industry and streamlining energy regulation. 

  • An Introduction to Carbon Pricing
    White papers

    An Introduction to Carbon Pricing

    2024-09-06T14:13:00Z By Amundi

    This study provides an introduction to carbon pricing mechanisms through micro- and macro-based empirical analysis.

  • The perfect storm- Deglobalisation’s headwinds
    White papers

    The perfect storm: Deglobalisation’s headwinds

    2024-07-22T13:51:00Z By AXA Investment Managers

    Globalisation - the rising interconnection of the world’s economies and populations, driven by international trade in technology, services, goods as well as the flow of investment and information - is facing at least five different head winds. Let me discuss them in turn and indicate how I believe they could be tackled.

  • investment outlook hero
    White papers

    Investment outlook

    2024-07-11T11:42:00Z By Nuveen

    At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.

  • Screenshot 2024-07-09 at 10.10.11
    Asset Manager News

    HIH Real Estate Sets up E-Mobility Subsidiary eternigy

    2024-07-09T13:05:00Z By HIH Invest Real Estate

    Eternigy to plan, install and operate EV charging stations for commercial and residential real estate Target group: HIH Group clients and third parties First charge points expected to go live by June The objective: 1,000 charging points within the next three years

  • ESG Thema #16 - Investing in India’s energy future- a just transition challenge
    White papers

    ESG Thema #16 - Investing in India’s energy future: a just transition challenge

    2024-06-26T10:36:00Z By Amundi

    India is currently experiencing an era of unparalleled growth, marked by significant shifts in various domains. These include the transition from physical currency to digital payments, a move from traditional fuels to renewable energy sources, a shift from an informal to a more formal economy, and a transition from underserved communities to ensuring inclusion even at the last mile. These landmark changes are shaping a new landscape of development.

  • green-storage-units
    White papers

    Green to gold: realising opportunities from the carbon transition

    2024-06-21T16:29:00Z By Columbia Threadneedle Investments (Real Estate)

    The potential for real estate to deliver green energy infrastructure is often overlooked. We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.

  • US elections- the Inflation Reduction Act and the risk of repeal
    White papers

    US elections: the Inflation Reduction Act and the risk of repeal

    2024-06-14T13:59:00Z By Columbia Threadneedle Investments

    In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.

  • GFjRcU5XQAAGJko
    White papers

    Industrial Policy’s Impact: Debt or Dividend

    2024-06-12T11:34:00Z By PGIM

    In a race to sharpen their competitive edge, nations are re-deploying industrial policy.  

  • Fueling the Future- Investing Across the Global Energy Landscape
    White papers

    Fueling the Future: Investing Across the Global Energy Landscape

    2024-06-12T11:18:00Z By PGIM

    Today we stand at a critical inflection point for the energy system. For decades, the world has wrestled with an energy trilemma in balancing multiple goals: reliability, universal access to affordable energy, and mitigating and avoiding environmental harm. However, the complexity of balancing these competing priorities has dramatically increased in a world facing multiple interlocking crises.

  • About SDGs, reading the manual with NLP
    White papers

    About SDGs, reading the manual with NLP

    2024-06-12T10:01:00Z By Amundi

    In recent years, asset management has embraced the Net-Zero paradigm for portfolio construction and the formation of mid- and long-term views. However, delays in climate transition go along with poor achievement of the Sustainable Development Goals (SDGs). With only a few years remaining to reach the objectives set for 2030, this paper aims to examine the SDGs’ framework and question its implementation by companies. 

  • It All Rests on Infrastructure
    White papers

    It All Rests on Infrastructure

    2024-06-06T14:54:00Z By Neuberger Berman

    We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.

  • Keynote Interview- The third wave of decarbonisation
    White papers

    Keynote Interview: The third wave of decarbonisation

    2024-06-06T11:15:00Z By Schroders Capital (Infrastructure)

    Tackling the carbon footprint of heating and hard-to-abate sectors is paramount if net-zero ambitions are to be fully realised, says Schroders Greencoat’s James Samworth in an article originally published by Infrastructure Investor magazine.

  • Outerblue Research – Capital Market Assumptions 2024
    Podcast

    Outerblue Research – Capital Market Assumptions 2024

    2024-05-21T14:57:00Z By Amundi

    Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over the medium to long-term. This year the publication considers how climate delays and productivity gains from artificial intelligence are likely to drive a reordering of asset class profiles and the role played by geopolitical tensions.

  • carbon-capture-banner
    White papers

    Is carbon capture the climate fix we need?

    2024-05-03T17:36:00Z By Federated Hermes

    To date, carbon capture, utilisation and storage (CCUS) has been long on promises and short on delivery. But hard-to-abate industries are likely to rely on the technology to get to net-zero emissions. Michael Yamoah and Shoa Hirosato examine the implications for companies and investors.

  • Decarbonising steel- redefining the value chain   and the role of iron ore miners
    White papers

    Decarbonising steel: redefining the value chain and the role of iron ore miners

    2024-05-03T11:16:00Z By Columbia Threadneedle Investments

    The global steel industry is currently responsible for about 7% to 9% of annual global CO2 emissions. In some countries like China, South Korea, and Japan, emissions from the steel sector are nearly double the global average, at 15%, 14% and 12% respectively. Demand for steel is expected to grow.