All Energy articles – Page 11
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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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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.
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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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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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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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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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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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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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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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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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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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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
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.