All Energy articles – Page 10
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White papersESG 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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White papers
Finding the leaders on the path to a low carbon future
While the effects of global warming may still be a topic of debate in certain circles, its impact on finance is undisputable. Recent global regulatory measures in response to the climate urgency has placed sustainability at the top of investors’ agendas, generating a sea change in the direction that money will flow for generations to come.
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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
Proof-of-Stake: A crypto path to lower energy consumption and yield
This report highlights conversations and developments related to energy usage concerns around digital assets, blockchains, and distributed ledger technologies (DLT), as well as initiatives by industry participants that are intended to address environmental concerns. As a popular solution, Proof-of-Stake and its role in providing yield opportunities is discussed.
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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.
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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
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
