All ESG/SRI articles – Page 3
-
White papersHigher Oil Prices Unlikely to Prove Sustainable
Ongoing efficiency gains in the energy patch are likely to lower production costs, suggesting that oil could remain in a bear market for some time. We are cautious on energy and mining stocks, but the long-term dynamics in the specialty chemicals and paper packaging industries strike us as favorable.
-
White papers
Private markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
-
White papers
Predictors of Success in a Greening World
The transition to a green economy is shifting the global competitiveness landscape. As more countries, regions, and corporates commit to net zero targets, capabilities need to adapt to meet the changes in demand for products and skills.
-
White papers
Real estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
-
White papers
Omicron Soon to Be the Dominant Variant in the U.S…Is This Strain the Way Out of the Pandemic?
We thought it might be helpful to frame our latest thinking on the SARS-CoV2 Omicron variant now that we have seen more data out of South Africa on the evolution of this viral variant.
-
White papers
ESG Thema #6 - Carbon-efficient technologies in the race to Net Zero
Although its decarbonisation has been under way for several years now, as highlighted by the strong growth in renewable power capacities, the power sector still accounts for 38% of global energy- and industry-related CO2 emissions.
-
White papers
The Opportunity in Wind
As the fossil fuel industry, coal in particular, may suffer job losses, it is important to ensure that a low carbon energy transition can work for everyone.
-
Asset Manager News
KGAL acquires major Meiendorfer Höfe development in Hamburg
KGAL Investment Management GmbH & Co. KG (KGAL) is pleased to announce another project for its new fund KGAL Wohnen Core 3, with the acquisition of the neighbourhood development “Meiendorfer Höfe” in Hamburg-Rahlstedt.
-
White papers
European long-income real estate: Seeking resilience in an uncertain world
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
-
Research Report
Real Estate Outlook Europe, Edition 4 - 2021: See the wood for the trees.
With inflation back with a vengeance and central banks set to raise rates over the next 12 months, investors can no longer depend on the buy and hold model to deliver strong returns.
-
White papers
The wheels of a Circular Economy go round and round - N°3 The construction sectors: road work ahead
As one of the main contributor in terms of waste and in terms of CO2 emissions, the construction sectors is well aware of the necessity to reinvent itself. Besides, the sector faces strict legislations at the EU level and more specifically in France
-
White papers
How investing in biotech can help achieve the SDGs
From pioneering therapies to renewable food sources, biotechnology has the potential to address many of humanity’s greatest challenges, as aligned to the United Nations’ Sustainable Development Goals (SDGs).
-
White papers
Identifying and Implementing Net-Zero-by-2050 Strategies: A Case Study
Typically, low-carbon indices have largely seen relative decarbonizations— improvements against the underlying index—but not Paris Agreement-aligned absolutely sustainable strategies.
-
Asset Manager News
Europa Capital’s value add fund and DeA Capital Real Estate France acquire retrofit office opportunity in Paris, France
Europa Capital, the pan-European real estate investment manager, announces that it has acquired, in partnership with DeA Capital Real Estate France, a landmark post-war, 3,200 sq m office building in Paris, France, from S2FIT1, the office and industrial property manager of the SNCF group. The acquisition has been completed on behalf of Europa Capital’s latest value add fund, Europa Fund VI.
-
White papers
The Decarbonizarion Challenge & Path Toward Green Steel
The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.
-
Asset Manager News
Orchard Street is targeting becoming a net zero carbon business by 2040, ten years earlier than planned.
Following the launch of our net zero carbon targets in January, the attached pathway outlines two new and ambitious commitments: to become a net zero carbon business for corporate and landlord emissions and refurbishments – the scope over which the business has the most influence – by 2030, 20 years earlier than originally announced, and to become a net zero carbon business for occupier emissions and fit-outs by 2040, 10 years earlier than planned, as momentum for the firm’s responsible investment strategy continues to build.
-
White papers
Key Investment Themes for 2022 - Views from around Generali Investments
2021 saw investors contend with pivotal changes in the macro environment, big developments in ESG policy, and the shifting uncertainties of the pandemic.
-
Podcast
2022 Outlook Series: Investing Through Climate Risk
Climate change is already having material impacts on public and private asset classes across developed and emerging markets.
-
White papers
Where the wild things are: Why investors should care about natural capital
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
-
Research Report
Climate change: How investors can help deliver a Just Transition
Climate change is well understood as a systemic risk, but there is less understanding of how the transition to a low-carbon economy might affect society
