All Energy articles – Page 3
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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 papersClimate change: why we need to rethink the financial valuation of our properties.
To meet the climate emergency challenge, it is imperative that real estate players shift gears and incorporate carbon transition impacts into the valuation of buildings.
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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.
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White papersWhich companies are prepared for the environmental transition?
Three powerful systems changes are accelerating one of the most drastic economic transformations in modern history. These forces are reflected in every sector of the economy and will lead to widespread sustainable changes becoming entrenched. The planetary transition demands a radical rethink of how we approach global equity investment.
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White papersStrategy and value creation in a changing infrastructure environment: IREI’s interview with Andrew Morris
We started as a global, diversified core-focused business. As the industry has matured, the best investors have become increasingly specialized, and we have followed suit. We’ve been focusing on building specific capabilities in infrastructure sectors we think are the most attractive, and in the past five years, that has been in the digital and energy transition in the two largest markets — North America and Europe.
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White papersConflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
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White papersThe Investment Podcast: Infrastructure - an industrial revolution?
Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructure.
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White papersHow Private Assets Can Empower the Energy Transition
Creating a world powered by green energy may be the most capital-intensive undertaking in our lifetime. For investors who want to get close to the action, private investment offers a direct route to participate in projects that are redefining our environmental future and offer solid long-term return potential.
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White papersIdentifying key sustainable themes for 2023 and beyond
With sustainability permeating all parts of the economy, portfolio manager Pauline Grange explores some of the key themes for 2023 and beyond, from energy security and decarbonisation to electric vehicles and tech and automation
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White papersSustainability watch: solar panels, seaweed, and hydrogen taxis
A sustainability revolution is underway and we believe it provides one of the biggest investment opportunities in history. This shift is accelerating – driven by policy, technology, consumer demand and market forces. It is fundamentally disrupting three systems vital to the global economy: energy, land and oceans, and materials.
