All Energy articles – Page 3
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White papersNuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.
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White papersListed infrastructure: Electrification drives opportunities for listed infrastructure companies
Electrification is at the core of the global energy transition. Electricity is likely to see the fastest demand growth of any major energy source in the coming decades.
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White papersFuture green investments: Emerging energy transition infrastructure beyond renewables
Renewable energy has been one of the most popular target sectors for infrastructure investors in recent years. With the rising maturity of renewables, returns of traditional projects such as wind and solar have compressed significantly, typically offering single digit Internal Rate of Returns (IRR).
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White papersThe workplace of the future: Next-level offices
Office markets continue to undergo a structural shift, shaped by new working dynamics and occupiers’ focus on high standard buildings, alongside increasing regulation around energy performance.
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White papersNo false starts: The race to reduce embodied carbon
Embodied carbon is not a new topic, yet many in the industry are hesitant or unsure how to approach it. Daniel Hess, Sustainability Specialist REPM, discusses how and why real estate investors need to start tackling their embodied carbon emissions, and quickly.
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Asset Manager NewsKGAL and Edison sign power purchase agreement for 150 MW solar park in Italy
KGAL Investment Management has signed a 10-year power purchase agreement (PPA) with the Italian utility Edison for its “Tuscania” solar park, an asset held by the KGAL ESPF 4 fund.
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White papersFive questions on the recent escalation in Israel
The recent escalation: Hamas, most likely backed by Iran, attacked Israel over the weekend, resulting in a strong response from the Israeli defence forces. The Israeli Prime Minister termed this terrorist attack as an act of war.
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White papersLimited hit from energy price rise on US consumption so far
The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since July has brought the topic back to light. We find that it would take a material rise in energy prices and a combination of negative factors for households before there is a visible toll on overall spending. We’re not there yet and anticipate only a marginal impact on consumption at this stage
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White papersCross Asset Investment Strategy - October 2023
Topic of the Month: Limited hit from energy price rise on US consumption so far
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Asset Manager News2022 clean energy sustainability report
This report sets out Glennmont from Nuveen’s work on ESG in 2022 across both our team and the portfolio of assets we manage. We continue to do more work to enhance the integration of ESG into all our processes and portfolio management activities, to ensure that we continue to lead by example with regards to the responsible management of infrastructure funds and assets.
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Asset Manager NewsPATRIZIA creates Australia’s largest independent Embedded Network platform with Active Utilities acquisition
PATRIZIA has acquired a 100% interest in Australian Embedded Network provider, Active Utilities, on behalf of superannuation fund Prime Super
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White papersWill there be a green hydrogen market in a decade’s time?
Green hydrogen offers answers to problems for which there are no other low carbon solutions. We expect it to become a big part of the net zero future – here’s how.
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White papers‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero action plans at annual general meetings. The number of companies allowing such ballots doubled over the first two years, but 2023 has so far seen fewer initiatives. A recent paper from BNP Paribas Asset Management looks more closely at current trends, challenges still to be overcome, and the role investors can play.
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White papersDecarbonising the energy infrastructure ecosystem
Since launching Nuveen’s North American energy infrastructure credit platform in November 2022, Don Dimitrievich spoke with PDI about the compelling opportunity for infrastructure debt lending in North America, and why he believes managers who understand the entire energy infrastructure ecosystem, and have experience investing through credit cycles, will be best positioned to deliver the most attractive risk-adjusted returns for investors.
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PodcastInvesting in the energy transition using a non-specific mandate
Two generalist infrastructure managers, Guillaume Faroux from Vauban Infrastructure Partners and Marcus Ayre from Igneo Infrastructure Partners
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WebinarGreen Series Webinar – Future Electrification
Register now to our next Green Series Webinar – Future Electrification
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White papersFuture Electrification: a window of opportunity
Our global energy system is undergoing a seismic shift toward massive electrification. It will occur over decades, but attractive equity opportunities exist now as revenue pools shift across the value chain, in our view. With a forward-looking view, and leveraging extensive research, we invest in the transition by focusing on three crucial growth drivers.
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White papersAdapting to a volatile energy transition
It has happened again. Since 2002, the IEA has consistently been under-forecasting the pace of solar power adoption. In 2023, solar power capacity additions are – you guessed it – again beating its predictions: they are 24% higher than the IEA said just six months ago and double what it expected in 2020. We believe this illustrates that the adoption of sustainable technologies such as solar energy continues to accelerate.
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White papersAs carbon-intensive sectors retreat, what equity opportunities lie ahead?
With the energy shock subsiding and the climate transition back in focus, what potential equity upside might companies aligning to net zero offer investors? Forecasting how a carbon-constrained economy would impact businesses’ growth, earnings and valuations, we gain insights into how firms that are genuinely decarbonising could benefit performance.
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White papersESG in real estate debt: Funding the transition to net zero?
Recent turmoil in the banking sector has further highlighted the role real estate lenders can play by stepping in to provide capital for borrowers as banks retreat, while potentially delivering a stable, long-term source of income. With many lenders now gravitating towards high quality assets with strong ESG credentials, we consider what role real estate debt can play in funding the transition to net zero.
