All Energy articles – Page 7
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White papersEnergy Fuels European Inflation & Rate Fears
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.
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White papersThe U.S. Federal Reserve is about to Raise Rates: Keep Calm
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.
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VideoTime to scale up?
Institutional Investor fireside chat series with Mark Saunders on energy storage
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VideoCurrent and Future Opportunities Within the Space Economy
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.
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White papersAre Biofuels Really the Choice Fuel for the Future?
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.
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White papersSticker Shock Sinks In
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.
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White papersResponsible Investment Quarterly - Q1 2022
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.
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White papersFocus on Spain: macroeconomic projections and fixed income view
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.
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PodcastThe Mission Toward Carbon Transition
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?
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White papersSecurity Concerns Add Urgency to Global Energy Transition
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.
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White papersEnergy shock: War sparks bond risks and opportunities globally
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.
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White papersHow will Europe secure the metals needed for its energy transition?
Achieving decarbonisation involves scaling up low-carbon technologies. Safeguarding the steady supply of a number of key metals that these sustainable technologies rely on means using them more efficiently and judiciously, as Julien Bouyssou explains.
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White papersStart me up: How to benefit from the tremendous growth of renewables with platform investments
Development investments are nothing new. But demand has rocketed thanks to the painful bite of climate data. Moreover, once placid conversations about energy security have taken a visceral turn because of war in Ukraine. Developments are an attractive solution to both, for institutions requiring an impact and financial returns.
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White papersESG Materiality Q2 2022
In the latest ESG Materiality newsletter, Olivia Lankester, director of responsible investing & sustainability, global emerging markets, outlines how the invasion of Ukraine has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification.
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Asset Manager NewsKGAL acquires majority stake in Italian solar and wind developer for impact fund KGAL ESPF 5
Grünwald, 19/05/2022 – The established developer controls an excellent pipeline with a total capacity of more than 300 megawatts. Together with its Italian partner, KGAL will complete the pipeline projects and operate these as an independent power producer (IPP). Only a few months after the first closing, this is already the fourth transaction for KGAL ESPF 5 – and further investments are imminent.
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White papersDrilling Down: Oil Production Scenarios Across Countries
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.
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White papersEngagement theme: Climate change
Climate change is one of the central pillars of AXA IM’s engagement with companies. While this theme is transversal and relevant to all firms from all sectors, we focus our efforts where materiality is greatest, notably energy (hence the relevance of UN SDG 7 and SDG 13), but also banks – through their lending policies as well as the building materials industry.
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White papersAir travel is taking off again
After two years of relatively empty skies, Ryanair CEO Michael O’Leary is an eyewitness to the incredible resurgence of demand for air travel. Faced with long security delays at Dublin Airport, he implored the Irish government to call up the army last month to help process eager travelers flooding the terminals.
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White papersShifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views
Today climate change is arguably the most critical long-term challenge that humanity is facing. “Climate action failure” is not only the top longterm threat in the World Economic Forum’s Global Risks Report for 2022, but is also a key element for investors to factor in when building long-term assumptions on the economy and markets.
