All Energy articles – Page 5

  • Why geopolitics must not derail the energy transition - or investors’ resolve
    White papers

    Why geopolitics must not derail the energy transition - or investors’ resolve

    2022-08-02T10:45:00Z By AXA Investment Managers

    Energy security, the robustness of global supply chains and climate change have become inextricably linked in recent years. Geopolitical and environmental tensions have contributed to the need for companies to focus on shortened supply chains and reduced carbon footprints, and for governments to incorporate sustainability into fiscal investment and policy frameworks.

  • July 26-27 FOMC Review- Maintaining a Hawkish Course
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    July 26-27 FOMC Review: Maintaining a Hawkish Course

    2022-07-29T09:54:00Z By Amundi Asset Management

    The Federal Reserve hiked the fed funds rate by 75bp to 2.25-2.50%, the second consecutive 75bp rate hike. The Fed rate decision was widely expected. With today’s rate hike, the fed funds rate is within the 2 to 3% range of estimates of the long-term “neutral” rate. However, as Chair Powell reminded us during his press conference, policy needs to go beyond neutral into restrictive territory this year in order to reduce inflation.

  • Why Everyone's Talking About The Energy Transition
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    Why Everyone’s Talking About… The Energy Transition

    2022-07-27T10:56:00Z By Natixis Investment Managers

    Since Russia’s invasion of Ukraine earlier this year, many countries – but especially those across Europe – have received a wake-up call when it comes to energy supplies. The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?

  • UBS

    Why energy storage is the focus for the next decade

    2022-07-26T09:46:00Z By UBS Asset Management (Infrastructure)

    Climate technology innovation panel, UBS APAC Sustainable Finance Conference 2022

  • Voilà! Is the ECB Capable of Going Big?

    Voilà! Is the ECB Capable of Going Big?

    2022-07-21T11:04:00Z By PGIM Fixed Income

    The European Central Bank (ECB) surprised investors with an outsized 50 bp rate hike today, taking its policy rate out of negative territory in one fell swoop. But the ECB’s Governing Council underwhelmed with its vague announcement of a new tool, known as the transmission protection instrument (TPI). This tool is meant to ensure the even transmission of monetary policy across the euro area.

  • Screenshot 2022-07-13 at 11.10.37
    White papers

    Exploring ITR scores: Framing robust company-specific benchmarks and future company-level GHG emissions ranges

    2022-07-13T10:13:00Z By FTSE Russell

    As investors are looking to align their portfolios with the goals of the Paris Agreement, forward looking portfolio metrics like Implied Temperature Rise (ITR) are becoming increasingly popular. In this paper, we describe a Task Force on Climate-Related Financial Disclosures (TCFD)-aligned ITR methodology based on absolute GHG emissions, which includes two important methodological innovations: 

  • Energy Fuels European Inflation & Rate Fears
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    Energy Fuels European Inflation & Rate Fears

    2022-07-08T13:37:00Z By Barings

    U.S. labor demand remains strong but has likely passed the peak imbalance with supply, while the Fed has reaffirmed its prioritization of inflation over growth. Elsewhere, talks of greater hikes by the ECB followed inflation surprises in Europe. All eyes are on U.S. CPI next week.

  • The U.S. Federal Reserve is about to Raise Rates
    White papers

    The U.S. Federal Reserve is about to Raise Rates: Keep Calm

    2022-07-07T16:30:00Z By Hines [Real Estate - North America]

    With widespread inflation persisting in many western economies, the United States, United Kingdom and to a lesser degree, the Eurozone are moving up the curve of hawkish monetary policy. Emerging from the pandemic-induced lockdowns, the initial burst of inflation was largely driven by so-called base effects as prices were being compared to artificially low prices in 2020 due to the dramatic disruption of aggregate demand.

  • Time to scale up

    Time to scale up?

    2022-07-07T09:59:00Z By UBS Asset Management (Infrastructure)

    Institutional Investor fireside chat series with Mark Saunders on energy storage

  • Screenshot 2022-07-12 at 12.12.50

    Current and Future Opportunities Within the Space Economy

    2022-07-05T11:17:00Z By Neuberger Berman

    The range of current and potential future opportunities presented by the space economy is considerable. In this video, Senior Portfolio Manager, Michael Barr looks at a range of these, highlighting some recent breakthroughs as well as potential future developments.

  • Are Biofuels Really the Choice Fuel for the Future?
    White papers

    Are Biofuels Really the Choice Fuel for the Future?

    2022-07-04T15:04:00Z By Barings

    The most beneficial biofuels for carbon intensity reduction are biodiesels produced by wastes, such as used cooking oils and other fats, which are truly being recycled into energy. However, supply of these feedstocks is largely limited by the amount of food consumption.

  • Sticker Shock Sinks In
    White papers

    Sticker Shock Sinks In

    2022-07-01T13:30:00Z By Barings

    Investor sentiment has whipsawed in recent weeks amid focus on growth risks. U.S. and euro area PMIs underperformed and real U.S. spending fell for the first time since November. On the other hand, China has taken a step to relax restrictions. Watch for U.S. jobs data next week.

  • Four Key Considerations Within the U.S. Energy Sector
    White papers

    Four Key Considerations Within the U.S. Energy Sector

    2022-06-30T14:21:00Z By T. Rowe Price

    Since the winter of 2020, the energy sector’s weight within the S&P 500 Index has gone from less than 2% to almost 5% as of the end of May 2022. Having more than doubled, how much energy exposure, and in which areas, has become a key consideration for investors in U.S. equities.

  • Responsible Investment Quarterly - Q1 2022
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    Responsible Investment Quarterly - Q1 2022

    2022-06-30T10:50:00Z By Columbia Threadneedle Investments

    Welcome to the newly designed Responsible Investment Quarterly. Over a number of years we have developed the publication to showcase Columbia Threadneedle Investment’s responsible investment (RI) capabilities across Europe, Asia and the US. In this new incarnation we wanted to focus more on the RI research embedded within our investment process, and how it supports and furthers our investment approach across the globe.

  • Focus on Spain- macroeconomic projections and fixed income view
    White papers

    Focus on Spain: macroeconomic projections and fixed income view

    2022-06-29T15:32:00Z By Amundi Asset Management

    Under our scenario and assumptions, Spanish GDP is projected to grow at 4.2% in 2022, moving below 2% in 2023, significantly below Banco de España projections for 2023 and 2024 at 2.8% and 2.6%, respectively, as we expect the current environment of higher energy and gas prices and high inflation to negatively affect consumers, companies and activity.

  • The Mission Toward Carbon Transition

    The Mission Toward Carbon Transition

    2022-06-28T10:03:00Z By Neuberger Berman

    Global energy demand continues to increase as populations grow. Therefore the global economy is shifting into a greener one, or is it? What role does carbon play across infrastructure and are companies implementing changes across their operations as a result?

  • The Road to Net Zero
    White papers

    The Road to Net Zero

    2022-06-21T09:46:00Z By T. Rowe Price

    Many entities, including federal and regional governments, corporations, universities, and investors are setting net zero targets— as the world looks to tackle climate change. Net zero means achieving a balance between the greenhouse gases (GHG) put into the atmosphere and those taken out. This state is also referred to as carbon neutral. 

  • hero-energy-transition.w
    White papers

    Security Concerns Add Urgency to Global Energy Transition

    2022-06-17T10:47:00Z By AllianceBernstein

    Russia’s invasion of Ukraine has caused enormous human suffering and upended the previous political consensus in Europe. It’s also prompted concerns that Western countries will be distracted from environmental priorities as they struggle to replace embargoed Russian oil and gas. But data suggest otherwise—that the global energy transition is accelerating and that the widespread effects from the conflict bolster the secular growth case for renewable energy.

  • Energy Transition- Reconciling Environmental and Social Issues in Europe Amidst Turmoil
    White papers

    Energy Transition: Reconciling Environmental and Social Issues in Europe Amidst Turmoil

    2022-06-16T10:21:00Z By Mirova (Infrastructure)

    Since the beginning of the year, the market’s attention has focused on challenges confronting the energy sector, which is in turmoil following Russia’s military attack on Ukraine in February. The embargoes imposed as a result of this offensive have heightened fears, already palpable in the preceding months, of tensions between energy supply and demand, causing a further surge in prices, particularly for oil and gas.

  • Energy shock- War sparks bond risks and opportunities globally
    White papers

    Energy shock: War sparks bond risks and opportunities globally

    2022-06-15T16:23:00Z By Franklin Templeton

    Views from our fixed income experts on how the shift toward a zero carbon future impacts sovereign debt in Europe, the importance of credit fundamentals among US shale-oil companies and how rising rates are creating different outcomes in emerging markets.