All Clean Energy articles – Page 6
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White papersRenewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papersAnalysing greenhouse gas emissions: It’s not as easy as 1-2-3
Finance professionals spend a lot of time analysing companies’ financial accounting. However, as businesses increasingly set targets to reduce their greenhouse gas emissions, extending this level of rigour to emissions accounting is imperative. Here, we consider some of the key challenges.
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White papersGreenfield’s essential transition role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners
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White papersGreenfield’s Essential Transition Role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
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White papersSupporting the Clean Energy Transition: Opportunities in Emerging Markets Debt
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.”
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White papersThe energy transition: 10 essential indicators for insurers
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.
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White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
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.
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White papersThe U.S. Election and Energy: More Than Meets the Eye
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.
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White papersAn Introduction to Carbon Pricing
This study provides an introduction to carbon pricing mechanisms through micro- and macro-based empirical analysis.
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White papersThe perfect storm: Deglobalisation’s headwinds
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.
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White papersInvestment outlook
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.
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Asset Manager NewsHIH Real Estate Sets up E-Mobility Subsidiary eternigy
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
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White papersESG Thema #16 - Investing in India’s energy future: a just transition challenge
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.
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Asset Manager NewsSosteneo holds financial close with Enel on major energy transition portfolio in Italy and partners with several financing institutions
Sosteneo SGR S.p.A. (“Sosteneo”), part of the Generali Investments ecosystem, has held financial close on the agreement with Enel S.p.A. (“Enel”) through its subsidiary Enel Italia S.p.A. (“Enel Italia”) for the acquisition on behalf of clients of 49% of the share capital of Enel Libra Flexsys S.r.l. (“Enel Libra Flexsys” or “the Transaction”).
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White papersGreen to gold: realising opportunities from the carbon transition
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.
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White papersAbout SDGs, reading the manual with NLP
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.
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White papersIt All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
