All Commodities articles – Page 11
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White papers
Associated British Foods case study
ABF has evaluated its approach to risk management and subsequently provided increased assurance to investors and increased its communication on the topic. EOS has engaged with the company on risk oversight since 2013 and continues its dialogue on other ESG issues.
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White papers
Votes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
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White papers
Abate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
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White papers
Big oil faces big challenges on climate change
After surviving a steep collapse in oil prices in 2020, major oil companies are being pressed by louder calls to figure out their contributions to societal goals of net zero emissions by 2050.
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The World’s Simplest Asset Allocation Model
When markets and data look this contradictory, it may be easier to start by counting on your fingers.
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Inflation Trends Across Emerging Markets
Inflation drivers across emerging markets will be of focus to investors as the economy looks to recover from the pandemic.
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White papers
Commodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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Podcast
The Electrification of Mobility
As oil prices start to go up and sustainability goals have become top of mind for many drivers, vehicle and machinery electrification have increased in popularity—now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?
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White papers
A burning issue – decarbonising the global steel industry
Steel is essential in today’s world, and it will be just as essential tomorrow – much of the technology to create a zero-carbon future will use steel in its construction. Yet steel production itself is a highly polluting activity.
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Asset Manager News
A burning issue - Decarbonising the global steel industry
Welcome to Spectrum – a sustainability focused newsletter that brings together insights from across our investment floor including our Responsibility Office and our stewardship business, EOS at Federated Hermes.
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White papers
UK set to launch world’s second-largest carbon market
The EU Emissions Trading Scheme (EU-ETS) is among the hottest commodity markets in the world so far this year with European carbon allowances (EUAs) having broken above EUR 56 per tonne last week for a new all-time high, trading up by 70% since 1 January and by 195% over the last 12 months (see Exhibit 1).
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White papers
High Yield Bonds in View: Energy
Much has changed since the oil-market collapse in the early pandemic days of 2020, when prices actually turned negative.
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White papers
Law and climate disorder: Understanding physical, transition and litigation risk
Major listed companies are finding themselves the target of legal action designed to make them move faster towards a lower carbon world. These cases could mark an inflection point; when the conversation turns toward specific responsibilities to move away from fossil fuels rather than broad commitments to change.
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White papers
The Evolution Of U.S. Corporate Profits: Dissecting 70 Years’ Of Performance
U.S. corporate profits have generally weathered the pandemic with resiliency. A key question for investors of all stripes—from equity to fixed income and beyond—is how corporate profits might proceed from here.
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White papers
Global Macro Outlook - Second Quarter 2021
Vaccination progress and fiscal stimulus have advantaged the US economy, which we expect to grow about 6.5% in 2021. China, too, is rebounding, with output already topping pre-crisis levels. We’re still cautious, however, about Europe, where rising COVID-19 cases may further delay reopenings.
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White papers
Investing Beyond the Storm: A View from the MENA Region
An unprecedented blow from COVID-19 and low oil prices have accelerated the timeline for green energy in MENA economies.
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White papers
Dodging The Industry Potholes Across EM High Yield Corporates
The rally in risk markets emphasizes the importance of identifying relative-value opportunities across global asset classes. Emerging market high yield bonds may increasingly draw investors’ interest given a spread pickup relative to their U.S. and European counterparts.
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White papers
Copper-The Key to Electronification
Accelerated by the current COVID-19 global pandemic, fighting climate change has, once again, become a top priority around the world. US President Joe Biden is set to introduce a green infrastructure and clean energy plan which was initially estimated at $2 trillion.
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White papers
Can palm oil ever be considered sustainable?
With monocropping one of the main causes of deforestation, palm oil production needs to change. Rather than staging a boycott, responsible investors should engage with companies across the supply chain to encourage the adoption of globally recognised certification standards.
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White papers
What is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.