All Energy articles – Page 11
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White papersGreen News & Views: REPM Multi-Manager Infrastructure’s 5 pillars for responsible investing
Infrastructure and ESG: two sides of the same coin
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White papersFive key themes in energy credit
In credit markets, energy was one of the most volatile sectors in 2020, with oil futures trading in negative territory for some time.
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White papersA good investment of energy
Green hydrogen is hailed as an alternative to fossil fuels. A project starting in a small German village could be a vital proof point on the path to a hydrogen-based economy.
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White papersImpact Investing: Shifting gears
The global macro environment has shifted. Societal challenges are now on the agenda of the world’s political leaders. The United States’ return to the Paris Agreement on climate change comes with federal spending to address longstanding social and economic challenges in a way not seen in a half-century.
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White papersInvest in the world you want to live in
Climate change investing is about identifying companies that improve our lives, minimise our footprint, and perform well financially.
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White papersBiden’s infrastructure plan – A golden egg from the Easter bunny?
Valuations of clean energy stocks, as represented by the iShares Clean Energy index, (an exchange-traded fund (ETF) that we view as a proxy for the clean energy equity sector), are now up by around 16% from the lows in early March.
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White papersHow to invest in the energy transition with infrastructure debt
The shift from fossil fuels to renewables is one of the most important investment themes of the century. Infrastructure debt allows investors to drive the essential change while generating income in a low rate environment.
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White papers*The blue economy in numbers*
Growth, employment, consumption, renewable energy…These are all indicators that reflect the rapid rise of the ‘blue economy’ and its growing contribution to business and industry, better living standards and the development of a more responsible global economy.
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White papersESG in Equities: Identifying Winners in the Energy Transition
Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.
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White papersRenewable energy stocks look set to rally
We continue to see signs that renewable energy stocks are well orientated after the sell-off that marked the start of the year.
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White papersCan a shift in UK policy help make the ESG case for nuclear?
The UK government says nuclear energy may have a vital role to play in cutting carbon emissions. However, more detail is needed to help investors assess nuclear technology’s ESG credentials, argue Darryl Murphy and Stanley Kwong.
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White papersCan the UK Infrastructure Bank unleash the power of private capital?
Now that the details have emerged on the remit and tools available to the UK Infrastructure Bank, meaningful engagement with industry should be the priority, argues Darryl Murphy.
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White papersWill the Energy Sector Evolve or Devolve?
Change in the White House has brought swift transformation to US environmental policies, especially those affecting the oil and gas sector. We don’t believe the beginning of the end is here for the oil and gas industry, but the energy sector faces substantial change—and companies need to adapt over time.
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White papersFive Things Investors Should Know About Hydrogen
Hydrogen’s potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors—a good reason to start thinking now about the investment implications.
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White papersThe latest on the carbon trading market and a keen appetite for offshore wind assets
Carbon pricing in the EU Emissions Trading System, or ETS market, is entering a new phase, signalling that decarbonisation is well under way in the energy sector and that reducing industrial CO2 emissions will be next, as the EU moves towards its net zero emissions target for 2050.
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White papersEnergy transition – Opportunity knocks
Investors might wonder when to enter investment strategies related to energy transition given the stellar performance of the segment. We believe the outlook for this segment is incredibly constructive over the medium to longer term, but there will be bumps and sell-offs on the way.
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White papersRare earth metals – How to limit the impact of the clean energy transition?
With demand for rare earth metals set to skyrocket to support new energy technologies, how can the world transition to sustainable energy sustainably?
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White papersReal assets net zero pathway: Our strategy to achieve net zero by 2040
Our strategy to achieve net zero by 2040
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Research ReportA look to 2021, Hazelview’s Global REIT Outlook
Global real estate securities ended 2020 down 10.5% in local currency, lagging most other sectors, with the exception of energy and financials.
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White papersCOVID recovery, net zero and policy: The outlook for UK infrastructure in 2021
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.
