All Energy articles – Page 7
-
White papersEnergy in focus: The pivot to green
How will the surge in the prices of oil, gas and coal impact the transition to low or zero carbon sources of fuel? In the second part of our Q&A on the energy sector, experts from our credit, equities and ESG teams contemplate the challenges and opportunities in the pivot to green.
-
White papers
Energy in focus Part 1: The last hurrah for fossil fuels?
The fallout from the conflict between Russia and Ukraine has highlighted the fragility of energy markets, with significant implications for the global economy.
-
White papers
Thick skins and tin ears: Facing up to the ESG backlash
Mark Versey goes on the offensive to dispel recent criticisms against ESG investing.
-
Asset Manager News
TagEnergy Welcomes Two New Major Investors, Mirova and Omnes, to Support its Global Project Pipeline and Speed Energy Transition
Their entry will accelerate the development of international projects in favour of the energy transition.
-
White papers
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
Inflation was already running well above central banks’ targets as we entered the year. The war has put additional pressure on prices and supply chains and this could have repercussions not just on oil, but on other commodities as well. Furthermore, given these (intermediate) commodities are used in the production of other finished products, we are likely to witness more broad-based inflation, particularly in Europe, the region closest to the crisis.
-
White papers
Beyond ESG: The Carbon Price Solution
The net-zero transition requires the rapid development at scale of new technologies, energy-efficient infrastructure, and carbon capture and storage. A carbon price, together with the elimination of fossil-fuel subsidies, would give investors powerful incentives to finance these and other imperatives.
-
White papers
FT Fixed Income Central Bank Watch: Race to the top
The Franklin Templeton Fixed Income Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten nations plus China and South Korea.
-
White papers
The demise of ESG is much exaggerated
Far from being a casualty of the war in Ukraine, ESG investing is the key to security in energy, food and commodities, says Eoin Murray, Head of Investment, Federated Hermes
-
White papers
French elections: let the race begin
The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president. Structural reforms, notably of the pension system, and the energy transition are debated but the main topic is household purchasing power as energy and food prices are hurting low income households. The electoral turnout might be very low which usually helps far left or right candidates.
-
White papers
Credit markets: more attractive valuations but we remain cautious
Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe. We remain cautious and more constructive on US credit markets relative to euro markets.
-
White papers
Energy security concerns highlight the need to move faster on decarbonisation
Rapid energy price rises and concerns about energy security following Russia’s invasion of Ukraine mean that transitioning to net-zero, has never been more important, says Thibaud Clisson.
-
White papers
War & Pestilence
Military and economic responses to Russia’s war in Ukraine remain at the top of the watch list, as disruptions in energy and agriculture flows add to inflation pressures and worries about growth.
-
White papers
Latin America: Churning Waters Highlight an Imperfect Gem
The Russia-Ukraine conflict rattled an investing environment already grappling with the withdrawal of fiscal and monetary stimuli amidst unsettling inflation dynamics and a softening global economic recovery. The scale of the geopolitical shock has markedly increased the potential for global stagflation.
-
Video
Beyond ESG: Why the SEC is Right to Make Climate Risk Disclosure Mandatory
With the increasing frequency and severity of extreme weather events comes a heightened focus on the risks of climate change. But in the absence of consistent financial reporting on them, investors and companies have had to hazard their own guess of the impact on markets and the economy.
-
White papers
Now for the hard part: The challenge of delivering net zero
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
-
White papers
Assessing the ESG Implications of Russia’s Invasion of Ukraine
Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition.
-
White papers
Inflation: a stubborn beast to slay
As the war in Ukraine adds to pressure on prices, investors could be facing a prolonged period of high inflation and may need to adjust their strategies accordingly.
-
White papers
Global Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets. Europe is the area most exposed to the war – in particular, through the effects of higher energy prices, supply chain disruptions, and geographic proximity, but the commodity squeeze goes far beyond energy to include agricultural commodities and metals.
-
Blog
Oil rally weighs on decarbonization-focused strategies
Configured to filter out environmentally and societally harmful products and business activities, regional FTSE Global Choice indexes lost traction amid the recent rallies in fossil-fuel and basic-material stocks, modestly lagging in the global equity-market retreat over the past few months.
-
White papers
Is the spike in commodity prices sustainable?
For a glimpse of just how volatile commodities currently are, look at nickel markets. Prices doubled in early March. Then they plunged. Then the London Metals Exchange halted trading. This week, the market for nickel — a key component in electric vehicle batteries and stainless steel products — reopened but with strict trading limits.
