All Energy articles
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Asset Manager NewsKGAL Impact Fund ESPF 5 hits first close at over 50 percent of total equity target
Institutional investors are backing the sustainable orientation of KGAL ESPF 5 as an SFDR Article 9 impact fund, as well as its outstanding transaction pipeline. The pan-European renewable energy fund has already secured over €260 million of equity, more than half of its target. Almost 20 percent of the committed capital is expected to be invested before the end of this year.
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White papers
Graph Neural Networks for Asset Management
In this research article, Amundi Quantitative Research explores the use of graph theory and neural networks in asset management. In particular, they show how new alternative data such as supply chain databases require new tools to fully exploit this information.
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White papers
Looking ahead - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
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White papers
An investor’s perspective on the UK’s Net Zero Strategy
Darryl Murphy assesses the implications and opportunities for infrastructure investors.
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White papers
Case study: Vestas
Through their cost-effective turbines, manufacturer Vestas have boosted the attractiveness of wind power relative to other energy sources.
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White papers
Investing In Energy Transition Across EM: India And Southeast Asia
The Intergovernmental Panel on Climate Change’s (IPCC) recently released report projected that global warming will exceed its preferred 1.5°C target during the 21st century under current global policy settings and could even reach 2.7°C by the turn of the century.
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White papers
Actions and words: An interview with Dale Vince
The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.
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White papers
Spiralling Disruption: The Feedback Loops of the Energy Transition
We are at a tipping point. Positive feedback loops underpinned by innovation will likely lead to a mass displacement of fossil fuels by renewables. In this article, we identify seven feedback loops that are driving a rapid transformation of the global energy system.
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White papers
Hurricane Ida: The Outlook For Utilities, Energy, And Chemicals
Hurricane Ida made landfall in Louisiana early on Sunday, August 29th, bringing heavy rainfall and sustained winds reaching 150 mph.
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White papers
Green revolution re-energises utility stocks
Investment analyst Bobby Chada explains why he thinks green power is still a smart long-term investment.
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White papers
Middle-Market Opportunities in 2021
The infrastructure asset class continues to attract strong interest from investors
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White papers
When opportunity knocks. Investors look to themed infrastructure strategies
The energy transition, digital infrastructure and social infrastructure are three significant trends which were accelerated by COVID-19.
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Asset Manager News
Natixis Investment Managers International Completes First Investment in an Australian Windfarm Refinancing for Asahi Life
Natixis Investment Managers International has invested in the refinancing of a 317MW wind farm in South Australia on behalf of Asahi Life. The A$610m financing of the wind farm has been operational since 2017, carries an initial maturity of 22 years but amortizes over its life, resulting in a weighted-average life of 9.8 years. Over that time, Asahi will receive a coupon around 2% over the Australian short-term lending rate (BBSW) tat steps up over the life of the loan. The loan has no public rating, but is internally rated investment-grade by Natixis IM’s internal credit methodology.
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White papers
Are APAC’s High-ESG-Risk Stocks Cleaning Up Their Act?
Until recently, the Asia-Pacific region’s ESG performance has suffered from a combination of low ESG adoption and awareness and limited ESG regulation and reporting.
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Research Report
Impact Report, Q2 2021
Any strategy looking to reduce carbon emissions needs to take sustainable energy production into account. With global demand for electricity set to double by 2050, there is an urgent need to shift from unsustainable fossil fuels to renewables like wind and solar power.
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White papers
Energy transition and emerging markets – picking leaders
Emerging markets are at the heart of the global energy transition, but which companies and sectors will lead it? Our Emerging Markets Equities team explains.
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White papers
Renewable energy trends in Europe
Capital Dynamics shares its perspective and insights on how the global energy infrastructure landscape has evolved and why there is reason to be optimistic about the opportunities for renewables in Europe.
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Asset Manager News
KGAL enters Spanish real estate market with the acquisition of Torre Esteve
High-quality, BREEAM-certified (“very good”), fully leased 19,400 sqm building in prime location
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White papers
Adapt to Change
The NB Global Sustainable Equities team invests in companies that do no harm, have a durable competitive position and are adaptive to change.
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White papers
Commodity Indices - Enhancing Roll Yield: A More Liquid & Diversified Index
Commodity markets have once again returned to the limelight. In early 2020, the spread of COVID-19 sparked a sharp sell-off in energy.
