All Energy articles – Page 6
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White papersTailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
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White papersResponsible Investment Quarterly Q3 2022
The third quarter of this year continues to be dominated by the implications of the energy crisis, but there was also a significant new development in the US, with Congress passing the Inflation Reduction Act (IRA). We believe both these events will accelerate the uptake of renewables and accelerate decarbonisation over the next decade.
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White papersESG Thema #11 - EU Sustainable Finance Action Plan: State of play
Countries and corporates’ carbon reduction plans are still falling short of the 1.5°C target in order to align with the Paris Agreement. According to the Climate Policy Initiative, an additional $1.6 to $3.8 trillion per year is required to finance the energy transition.
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White papersReal estate: Overcoming the decarbonisation data challenge
Investors are increasingly backing the case for decarbonisation in real estate - but to achieve net zero goals in the industry, clean and reliable data on emissions and energy consumption is crucial.
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White papersFalse sense of security from easing energy prices
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures. While near-term stress has eased, longer-term supply/demand tightness remains, calling for higher risk premiums. As Russia loses its leverage, demand elasticity and weather might be the new pivotal gas drivers.
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White papersSimple mathematics – carbon removal in the real estate sector
Real estate companies face a dilemma. On the one hand, they are facing increasing stakeholder pressure to decarbonise their business. On the other hand, they must overcome all the economic challenges of reaching net zero carbon status.
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White papersGovernments & companies: act now on climate change
It is one thing to hear dire predictions of global warming from scientists. It is quite another to feel the heat and see its consequences.
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White papersDespite headwinds, ESG continues to perform
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator. Our previous research confirmed the link between social and governance factors . In the latest findings, the importance of environmental metrics is evidenced, with the best placed companies performing ahead or in line with peers, while poorly ranked companies tend to significantly underperform.
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White papersFueling a new climate response
Commitment to sustainability has been tested this year against a backdrop of war, economic slowdown, and surging energy prices. Despite the difficulties, we believe these problems will ultimately serve to accelerate the energy transition and prompt investors to double down on opportunities for sustainable investing.
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White papersWithout fast charging there is no electric vehicle rollout
Transportation is a major contributor to greenhouse gas (GHG) emissions. With the solutions at our door in the form of electric vehicles, ensuring their continued adoption is contingent on having the necessary fast charging network infrastructure to help consign internal combustion engines to a chapter in history.
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White papersThe unequal impact of inflation: How governments are responding
Inflation has risen to multi-decade highs in most international economies, both developing and emerging. Most recently it has been driven by Russia’s invasion of Ukraine, which has significantly impacted food and energy prices. However, beyond the headline measures of inflation, the effect of rising food and energy prices typically has a greater impact on lower-income countries, households and individuals.
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White papersWhy the Climate Transition Will Reshape the Global Economy: In Graphs
Climate change is one of the greatest risks of our time—and tackling it will likely drive a number of shifts across the world that investors need to understand.
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VideoNet Zero Transition Forum: energy, agriculture and shipping in focus
The energy, agriculture and shipping sectors together generate 88.2% of global greenhouse-gas (GHG) emissions. What pathways exist for businesses in these sectors to transition to net-zero models, and how can investment capital accelerate – and earn returns from – their progress?
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VideoNiall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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White papersEuropean Politicians Fuel Support for Energy Bills
European policymakers are battling energy prices ahead of winter, while a tight U.S. labor market and elevated CPI data next week should keep the Fed hawkish before November rate hike decisions. In China, will credit growth support the economy and a pickup in internal demand?
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White papersFiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Russia threatens to halt gas supplies to Europe, Fiorino looks at the impact of the European energy crisis on financial institutions in the region.
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White papersReassessing the view on Europe: hot questions for investors
Is stagflation a highly likely scenario, or will the European economy enter a recession this year? How will governments respond?
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White papersMarket Scenarios and Risks - September 2022
We have reviewed the content and probabilities of our scenarios. First of all, we have included in our central scenario some of the risks that are materialising (e.g. stagflation in Europe) and that were previously included in our downside scenario.
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White papersRational inattention at the core of central bank strategy
The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift. The fact that inflation expectations remain subdued is likely due to rational inattention. In the absence of monetary tightening, we believe that inflation expectations would inevitably get de-anchored.
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White papersValuations and guidance appear foreboding for U.S. equities
The month-long rally in U.S. equity markets hit stiff resistance in mid-August. Surprising resilience in economic data, including consumer spending, employment and July’s cooler-than-expected Consumer Price Index report, helped propel broad-based indexes like the S&P 500 and the tech-heavy Nasdaq out of their bear market lows of June and in to bull market territory.
