All ESG/SRI articles – Page 17
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White papersUnderstanding and responding to the human cost of the green energy transition
As the world moves towards a low-carbon economy it will require a massive increase in the production of so-called transition minerals. These lie at the heart of an expected surge in demand for clean energy technologies.
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VideoWhy invest in emerging markets?
A focus on long-term mega trends rather than near-term noise could serve investors well.
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White papersSDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
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White papersIn search of silver linings
A stimulus package targeting China’s real estate sector offered some respite for Chinese stocks this week but choppy economic data made for a mixed picture.
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White papers‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero action plans at annual general meetings. The number of companies allowing such ballots doubled over the first two years, but 2023 has so far seen fewer initiatives. A recent paper from BNP Paribas Asset Management looks more closely at current trends, challenges still to be overcome, and the role investors can play.
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White papersESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papersIntegrating Climate Risk Into an Insurer’s Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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White papersEurozone commercial real estate reset creates opportunities for debt investors
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields when acquiring commercial property. Banks have increased their scrutiny and caution, reducing loan-to-value funding ratios. While there is still demand from borrowers, especially for refinancing maturing debt, the amount of debt offered by banks per square metre is lower. We believe this environment presents an attractive opportunity for investors.
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White papersLights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.
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White papersHelping complete the research ‘puzzle’ with ESG integration
ESG adoption is now widespread among investment managers. Ninety percent of the 1,130 global investors surveyed in our latest ESG Global Study* have integrated ESG into their investment approach. Rising client demand, the desire to make an impact, new regulations and greater recognition of the potential financial consequences of ESG considerations have been cited by previous survey respondents as the main drivers for continued adoption.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersInvestors must learn to navigate a less predictable world
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns
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White papersCould green hydrogen be the hero of net zero?
Green hydrogen has been put at the centre of many net-zero initiatives for good reason. Also known, on account of its versatility, as the Swiss army knife of long-term decarbonisation, it can provide turnkey solutions for those industries where greenhouse gas emissions are harder to suppress – solutions which can be seen as critical if climate goals are to be met. Edward Lees and Ulrik Fugmann explain.
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White papersSpectrum Q3 2023: No robots were harmed in the making of this report
Welcome to the latest edition of Spectrum. In this issue, investment managers, technology experts and thought leaders from across Federated Hermes consider the zeitgeisty topic of artificial intelligence.
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White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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White papersNavigating China’s economic turbulence
As China’s economic woes mount, we outline the GEMs Fund’s positioning and discuss our outlook for the country.
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White papersInvestor dissension mounts as temperatures rise
The 2023 vote season was characterised by investor frustration over companies’ inadequate responses to climate change, and stakeholder concerns about labour rights and pay as the cost of living crisis continued to bite. Richard Adeniyi-Jones and Joanne Beatty highlight the key votes and trends.
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White papersSustainable fixed income: Five questions answered
To unlock sustainable fixed income with real-world outcomes you need the right combination of expertise, ESG integration and stewardship. Here, our investment teams answer key questions around what it takes to achieve true sustainability in fixed income.
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White papersFiorino: Can US consumers stretch debt reality?
String theory – which contends matter is made of tiny vibrating strings – offers lessons on the capacity of credit markets to adapt to slowing growth and recession risk.
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White papersJapanese reforms ignite investor optimism
The Japanese stock market has enjoyed a resurgence in recent months due to corporate governance reforms and a renewed focus on shareholder value. Shoa Hirosato and Haonan Wu explain some of the key changes and the likely benefits for investors.
