All Energy articles – Page 9
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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 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 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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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.
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PodcastHow to Keep Energy Going and Going…
With the current crisis unfolding between Russia and Ukraine, energy markets globally have had to pivot where they source their energy supply thereby providing some new implications to the sector as a result.
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White papersFinancing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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White papersTaking real action on climate change is more critical than ever
As Thibaud Clisson explains, the window to limit the global temperature rise to 1.5C is closing fast, but there are investable solutions that can keep it within reach.
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White papersBad Q1 GDP Report Hides Good News
Avoiding a disruptive cutoff of Russian energy supplies has helped maintain overall economic strength. However, a future phase-out of Russian oil raises concerns about inflation and economic activity.
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White papersWar and Net Zero offer opportunities across the commodity universe
Commodity trends are driven by four sets of factors: fundamental, geopolitical, structural and cyclical. Today, these are all supportive and underpin commodity price trends, especially for base metals and energy.
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White papersMacron’s re-election is positive for French assets
Emmanuel Macron won the presidential election with a strong lead (58.5%), a much better result than the latest polls predicted at the end of last week. However, the low turnout (72%), the lowest level since 1969, puts this victory into perspective.
