All Energy articles – Page 5
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White papersQuestioning Consensus: The Future Is Now
Global warming’s physical repercussions are disrupting global commodity and financial markets. Our research confirms active assessment is needed now, and Allspring is responding.
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White papersThe Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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White papersFixed Income Outlook: 1Q 2023
The past year has seen a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe that peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the course of the year, even as short-term rates remain elevated. Amid more subdued volatility, we favor a focus on quality and security selection to capitalize on the more generous yields now provided by fixed income markets.
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White papers5G & Energy Crisis: Saving Trees with Green Data Centers
As the adoption of 5G increases and energy consumption rises, calls for technology innovations to achieve sustainable development are ringing loudly.
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White papersJD.com engagement case study
JD.com has demonstrated its effort to improve its governance and ESG reporting in recent years. The company separated the chair and CEO roles earlier this year and released its first ESG report that focused on its ESG commitment, including climate change mitigation.
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White papersImpact Opportunities Fund - Quarterly Report Q4 2022
In this quarter’s report, we take a deep dive into the complexities of UN SDG 6, clean water and sanitation, and discuss why it is so vital to life on this planet, the issues surrounding supply/demand, and how to bridge the water gap.
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White papersA strained German economy can be good news for Europe
The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects. Countries have been affected unevenly, based on how dependent they are on Russian gas and oil.
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White papersCross Asset Investment Strategy - January 2023
An economic backdrop characterized by high risk of policy mistakes and strong regional divergences calls for a prudent stance in risk assets, especially now that markets are priced for perfection, leaving little room for any negative surprise.
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White papersEngaging with aluminium on net zero and biodiversity
Aluminium is an energy-intensive industry that is crucial for the energy transition to net zero. Different companies are adopting varying approaches to reducing their carbon emissions. This case study outlines our engagement actions with two producers, highlighting the need for enhanced biodiversity considerations as a key issue in the energy transition and recognising there is no single way for any industry to decarbonise.
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White papersHawkish surprise from the ECB
At its December meeting, the ECB hiked rates by 50bp, to 2.0% (deposit rate). The Bank delivered a very hawkish statement. Inflation remains the main concern and top priority.
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White papersThemes for thought: responsible investment in 2023 and beyond
Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
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White papersNo more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
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White papers2023 Outlook: European energy demand picture could spell milder recession
Energy remains a key factor in Europe’s shorter-term economic and stock market performance, and while the region remains on the brink of recession, there are signs the downturn may not be as deep as feared in the immediate aftermath of Russia’s invasion of Ukraine.
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White papersBiodiversity : It’s Time to Protect Our Only Home
Biodiversity is all around us. It underpins not only our economy but also our very existence: Yet, we (individuals, governments, and the private sector) are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and well-functioning society.
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White papersEuropean fixed income: the difficult equation if the energy crisis persists
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices. The combination of a new regime of higher energy prices and persistent expansionary fiscal policy could lead to a debt supply shock and persistent inflationary pressures.
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White papersCOP27: 8 key takeaways
The 2022 United Nations Climate Change Conference (COP27) took place in a year of severe climate impacts as well as a host of humanitarian challenges from wars on multiple fronts and an uneven recovery from an ongoing pandemic to the growing food, energy, and cost of living crises.
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White papers2023 Investment Outlook - Some light for investors after the storm
2023 key convictions from CIOs: 1. The Russia-Ukraine conflict is acting as an accelerator towards a regime shift, featuring higher inflation, geopolitical uncertainty, and a tug of war between monetary and fiscal policy, in a world already flooded by debt. Expect economic divergences to intensify.
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White papersPublic declaration of voting recommendations
EOS at Federated Hermes provides stewardship services to clients, including engagement and voting recommendations. Occasionally, EOS publicises certain voting recommendations to draw attention to what we regard as material concerns at companies related to a company engagement.
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White papersAhead of the Curve, Q4 2022
In our quarterly macroeconomic update, Silvia Dall’Angelo, Senior Economist, provides her outlook for the global economy amid the ongoing war in Ukraine, inflationary pressures and mounting fears of a recession. Is there still ground for optimism? Read our update to find out more.
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White papersUS Inflation Reduction Act: a strong force to accelerate energy transition technologies
In August, the US passed a major milestone in climate policy with the introduction of the Inflation Reduction Act (IRA). As the largest piece of federal legislation ever to address climate change, we believe it will have a profound effect across industries for decades to come.
