All ESG/SRI articles – Page 13
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White papersSustainability watch: oil and gas subsidies, artificial rain, and carbon markets
Our selection of sustainability news from November includes news of a co-ordinated push to end subsidies for foreign oil and gas operations and coal mining, India’s plans for artificial rain, and China’s loosening of the rules governing its carbon market.
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White papersConvertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
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White papersCooling high-carbon sectors with corporate bonds
Investing in companies that are already low-carbon today does nothing to lower emissions in the future. That’s why we invest in transitioning companies with credible plans to decarbonise. How do we assess companies for their climate alignment to see if they make the cut for our TargetNetZero credit strategy?
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White papersThe next stage of ESG evolution in the pension landscape
”The ESG pillars have never been so central to the investment conversation.”
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White papersTin: a hidden beneficiary of semiconductor demand
Tin is an important commodity in the universe of our Transition Materials strategy1. The ancient metal is instrumental in manufacturing semiconductors, solar panels, 5G technologies and electric vehicles (EVs), helping drive a robust demand outlook.
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White papersExpert insights on the short end of the curve
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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PodcastFixed on ESG, Ep. 19 - Climate Finance
A look into the current state of international climate finance and how it’s been integrated into our sovereign ESG framework considerations.
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White papersESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
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White papersEmerging Markets Outlook for 2024
”While EM may struggle in a challenging global environment, there are nonetheless advancing structural factors that can benefit some peripheral countries.”
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White papers2024 Responsible Investment Views
”Responsible Investing is moving from a niche to a standardised environment.”
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White papersHot Debates for 2024
During the Amundi Investment Seminar, which took place in Rome early in October, we asked our investment professionals questions to help us define a forecast for what 2024 will be like for the economy, geopolitics and investments.
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White papers2024 Outlook: Steering through turning tides
The coming year will see the tides turn for growth, inflation and monetary policy, with the United States expected to enter a mild recession in the first half of 2024. Price pressures will abate, giving central banks scope to cut interest rates, but monetary policymakers will remain wary of the risk of policy errors. Fiscal policies will aim to reduce deficits and debt built up over the past decade while continuing to support the energy transition.
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White papers2024 Investment Outlook
Cross Asset Investment Strategy Special Edition: Steering through turning tides
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White papersClimate-Related Stress-Testing and Net-Zero Valuation
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies. In this study, we use a publicly available dataset created by the Bank of Canada that combines the scenarios developed by the MIT Economic Projection and Policy Analysis (EPPA) model with the results from two macroeconomic models (ToTEM and BoC-GEM-Fin) to illustrate price and production patterns for 10 emission-intensive sectors across 8 aggregated regions.
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White papersESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papersSustainability: Interconnected challenges and what we’re doing about them
Some of the world’s biggest challenges are inextricably intertwined. Here, we look at potential solutions across four interconnected areas: halting climate change, improving efficiency, embracing a circular economy, and promoting greater social inclusion.
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White papersSolving for 2024: 10 Key Themes to Navigate the Markets
Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.
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White papersThe Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
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White papersDefenders of a threatened world
Indigenous Peoples are disproportionately impacted by the economic, environmental, and social impacts of industrial projects. Nick Pelosi and Ellie Higgins explain how we engage with companies on Indigenous Peoples’ rights and community impact.
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White papersMeta Platforms case study
Following the Cambridge Analytica scandal, our focus turned to how Meta could resolve its data privacy challenges and provide safeguarding policies that protect its users.
