All Energy articles – Page 10
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White papers
The Inflationary Shock of the Russia-Ukraine Crisis
Russia’s invasion of Ukraine has already caused a tragic human toll. It also brings yet another disruptive shock to a global economy already coping with persistent supply chain disruptions and fast-rising inflation. The clearest and most immediate economic impact of the conflict will be stronger and more durable inflationary pressures, driven by a negative supply shock to energy and some agricultural commodities—as detailed in the remainder of this note.
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If Sanctions Didn’t Stop the War, They Can Still Shape the Peace
After Ukraine’s allies decide how much to ratchet up pressure on Russia, they will face tough choices on how to ratchet down.
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EU policymakers may look to mitigate economic shock
Russia’s military aggression against Ukraine, which has become Europe’s largest ground war in generations, has impacted millions of people and triggered a large-scale humanitarian crisis as vulnerable Ukrainians take shelter or flee their homes. The intensification and spread of the conflict is deeply troubling and is having a devastating impact on those people caught in the crisis.
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Market Scenarios and Risks - March 2022
We amend the narrative of our scenario to take into account the consequences of the war in Ukraine. We increase the probability of our downside scenario to 30% (from 15%) to reflect the rising risk of stagflation.
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Macroeconomic Picture - March 2022
The Russia/Ukraine crisis is pushing the regime shift one step further with more severe economic implications for some regions, in this case Europe because of its energy dependence and geographic proximity.
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Investment opportunities in communication infrastructure
Digital connectivity and infrastructure are key to innovation & education
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Russia’s Invasion: Eurozone Recovery Delayed but not Derailed
The economic impact of Russia’s invasion constitutes a clear negative supply shock for the euro area that creates a dilemma for policymakers. On the one hand, higher energy prices will hit economic activity, reduce confidence and damage trade and financial links. On the other hand, the conflict will raise inflation for firms and households.
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MENA Equities: Five Key Themes and Reasons for Optimism
The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region.
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ESG in focus
In this month’s instalment of our visual series on topical data themes, we look at some of the major ESG trends and metrics of the last few years.
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Video
The Meeting Room Webcast: Asia ex-Japan, February 2022
Hear from Jonathan Pines, and Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, as they reflect on recent performance and discuss the outlook for the region from both a market and portfolio positioning perspective.
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Russia attacks Ukraine: Markets will have to readjust to the shock
Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under severe pressure.
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ESG Thema #8 - Financing the energy transition in Asia
Energy transition is critical in the fight against climate change and global warming, and Asia has a big role to play. Where more than half of the world’s population reside, Asia consumes over 40% of global energy while releasing over half of global carbon emissions as of 2020.
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The invasion of Ukraine: investment implications
Russian military activity with Ukraine is escalating rapidly, with growing uncertainty. As events unfold, we suggest investors remain focused on their long-term goals, but remain attuned to the potential shifts in and disruptions to inflation, growth, energy prices and global financial markets.
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Russia-Ukraine escalation adds to the case for additional protection
The investment landscape has become riskier. The escalation in geopolitical tensions between Russia and Ukraine, with Russian military forces entering the Donbas region, adds to the uncertainty regarding central bank actions to fight inflationary pressures.
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Asset Manager News
GLP Enters Japan’s Data Centre Market, Targeting 900 MW Power Capacity
Tokyo, 21 February 2021 – GLP today announced a substantial plan to enter the Japan data centre market, with a target of delivering 900 megawatts (MW) of power capacity, which would make the company one of the leading data centre operators in the country.
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White papers
The return of the European consumer
European consumer spending rebounded in 2021, but it lagged the much stronger recovery in the United States. In 2022, I expect that gap to close. Despite numerous headwinds, like soaring energy prices and falling consumer confidence, I believe Europeans will be saving less of their income this year and that there is enough pent-up demand to propel robust consumption growth.
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Weight to the Plate: Tracking EM Food Inflation
Rising food prices have added more pressure to headline inflation in emerging markets (EM), increasing steadily throughout 2021. As a result, central banks there have not had the leeway to wait to tighten policy the way the Federal Reserve and the European Central Bank have.
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Why food waste is a moving target in the climate change fight
Many societies have become relatively comfortable with the idea of just-in-time supply chains that funnel goods to them day in, day out. Less palatable would be just-enough food production and distribution. Individuals have become used to the appearance of plenty – and as supply chain wobbles in 2021 showed, the public spooks easily at the sight of empty supermarket shelves.
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Kishidanomics: Propelling Japan towards the digital future
Swift actions were the approach Prime Minister Fumio Kishida took after assuming the leadership role. From calling a snap election to the size of the economic stimulus package, his decisions seemed like a race against time. So far, they have exceeded market expectations.
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Asset Manager News
KGAL 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.