All Energy articles – Page 13
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Asset Manager News
KGAL commits to being climate-neutral asset manager by 2021
As part of a new climate strategy, one of the leading German asset managers is also targeting net zero emission portfolio by 2050
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White papers
Can 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 papers
Will 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 papers
Five 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 papers
The 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 papers
Energy 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 papers
Rare 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 papers
Why The Future Still Means Fossil Fuels, For Now
Natural gas is likely to play a major role in the US transition to cleaner energy.
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White papers
The path for oil and gas after COVID-19
Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?
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White papers
Real 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 Report
A 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 papers
COVID 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.
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White papers
Generali Global Infrastructure at IPE Conference and Award 2020
Supporting the recovery through resilient and positive impact infrastructure investments
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White papers
Laggards, electric vehicles and energy storage: The outlook for the climate transition in 2021
Jaime Ramos Martin, portfolio manager of Aviva Investors’ climate transition strategy, and Rick Stathers, Aviva Investors’ climate lead, look at three themes that will shape the outlook in 2021.
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White papers
Thermal Coal: Aligning Policy with Emerging Reality
In seeking to curb client exposure to a key carbon source, our team’s thermal coal policy acknowledges distinct characteristics found within the emerging markets.
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White papers
Key themes for 2021 - Infrastructure Outlook
As we approach the end of 2020, the infrastructure sector looks to have weathered the COVID-19 crisis reasonably well. While certain sub-sectors were severely impacted, 1Q20 valuations for the sector were more resilient than other alternative asset classes and infrastructure companies saw fewer downgrades and defaults than their equivalent corporates.
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White papers
Non-IG News: U.S. Elections and Implications for the Energy Sector
The Biden administration represents a significant shift in Energy policy from the prior administration. Robert Gephardt, Energy Sector Team Lead & Senior Analyst, discusses his views on how this could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.
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White papers
Investing in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.