All Energy articles
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White papers
Future Quality Insights: The path to clean, secure and affordable energy
Investment Insights from the Global Equity Team: Today’s choices and tomorrow’s returns
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Asset Manager News
KGAL and PFALZSOLAR join forces to build solar parks in Greece with a total capacity of 176 megawatts
Investment and asset manager KGAL, and project developer and general contractor PFALZSOLAR, are entering into a joint venture for the development and construction of two solar parks in Greece.
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White papers
2023 ESG outlook (ClearBridge Investments): Greater scrutiny on companies and sustainable investments
We can look forward to more efficient and transparent sustainable investing in 2023. Through active investment and engagement, ESG should maintain and grow its prominence in the business landscape.
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White papers
The Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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Blog
Soaring Energy stocks take big toll on UK SI strategies
Despite their historically high correlations and low tracking errors, Sustainable Investment (SI) index returns in most markets have strayed quite markedly from those of their respective benchmarks over the past tumultuous year.
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White papers
2023 Japan equity outlook
As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.
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White papers
Fixed Income Outlook: 1Q 2023
The past year has seen a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe that peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the course of the year, even as short-term rates remain elevated. Amid more subdued volatility, we favor a focus on quality and security selection to capitalize on the more generous yields now provided by fixed income markets.
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White papers
5G & Energy Crisis: Saving Trees with Green Data Centers
As the adoption of 5G increases and energy consumption rises, calls for technology innovations to achieve sustainable development are ringing loudly.
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White papers
JD.com engagement case study
JD.com has demonstrated its effort to improve its governance and ESG reporting in recent years. The company separated the chair and CEO roles earlier this year and released its first ESG report that focused on its ESG commitment, including climate change mitigation.
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White papers
Impact Opportunities Fund - Quarterly Report Q4 2022
In this quarter’s report, we take a deep dive into the complexities of UN SDG 6, clean water and sanitation, and discuss why it is so vital to life on this planet, the issues surrounding supply/demand, and how to bridge the water gap.
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White papers
A strained German economy can be good news for Europe
The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects. Countries have been affected unevenly, based on how dependent they are on Russian gas and oil.
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White papers
Cross Asset Investment Strategy - January 2023
An economic backdrop characterized by high risk of policy mistakes and strong regional divergences calls for a prudent stance in risk assets, especially now that markets are priced for perfection, leaving little room for any negative surprise.
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White papers
European Energy Crisis: Temporary or Permanent?
Europe’s reliance on Russian natural gas has created energy supply concerns following Russia’s invasion of Ukraine.
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White papers
Equity Perspectives: Building a Climate Transition Portfolio
Climate transition investing provides an opportunity to access the growth potential associated with the journey to a lower carbon world. This potential is found both in solution providers (‘enablers’) and those companies seeking to reduce their own carbon footprint (‘mitigators’).
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Blog
Recalibrating investment strategies for climate risk
Addressing climate risk is prompting investors to recalibrate long-term investment strategies – and poses novel challenges
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Blog
Dispersion throws investors a lifeline in volatile pandemic era
Stretches of extreme volatility such as equity markets have endured since the outbreak of Covid-19 often produce one of the most feared market environments for investors: when stock return correlations spike, diluting the benefits of diversification and leaving investors with no place to hide.
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White papers
Engaging with aluminium on net zero and biodiversity
Aluminium is an energy-intensive industry that is crucial for the energy transition to net zero. Different companies are adopting varying approaches to reducing their carbon emissions. This case study outlines our engagement actions with two producers, highlighting the need for enhanced biodiversity considerations as a key issue in the energy transition and recognising there is no single way for any industry to decarbonise.
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White papers
Hawkish surprise from the ECB
At its December meeting, the ECB hiked rates by 50bp, to 2.0% (deposit rate). The Bank delivered a very hawkish statement. Inflation remains the main concern and top priority.
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White papers
Themes for thought: responsible investment in 2023 and beyond
Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
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White papers
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.