All ESG/SRI articles – Page 31
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White papersSoftware to power the EV revolution
The EV revolution is well underway. Passenger EVs now account for 9% of all vehicles sold globally and in major markets such as Germany and the UK, EV penetration is 26% and 21% respectively. For the carbon conscious, this is good news. And for investors, some opportunities are clear e.g. power grid upgrades, renewables, charging point infrastructure. However, at Igneo Infrastructure Partners, we look at the less obvious opportunities also.
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White papersGerman Office Report
The macroeconomic environment could hardly be more challenging at present. The war in Ukraine has now been going on for a year and the inflation rate has also risen to around 8% in 2022, the highest level in over 40 years.
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White papersESG: Making Sense of the Mudslinging
What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
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White papersThe Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
The global pursuit to limit rising temperatures has bolstered carbon allowances markets. As these instruments flourish, they’ve become a distinct asset class that offers hedging and other benefits in a portfolio.
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White papersChina’s Green Enablers Deserve a Place in Equity Funds
Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.
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White papersFrom Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
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Asset Manager NewsPro-invest Group at Gulf & Indian Ocean Hotel Investors Summit 2023: Update
Pro-invest Group attended the Gulf & Indian Ocean Hotel Investors Summit (GIOHIS) in Abu Dhabi last month. The sixth edition of the summit set out to tackle some of today’s big issues including the rush of owners to franchises; the opportunities and challenges of ESG standards and the rise in construction supply costs and interest rates.
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White papersFrom seed to supper – Solutions to mitigate food waste
At every stage of its journey from farm or fishery to family dinner, a large slice of the food produced for human consumption is thrown away. The quantity and impact of food loss and waste has increased as populations grow, climate change drives supply chain disruptions and more resource-intensive foods are consumed.
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White papersNearshoring opportunities brighten Mexico’s outlook
As companies look to relocate business operations closer to home, Mexico’s close proximity to the US suggest the central American country will benefit significantly from this shift.
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VideoOutlook for China: When one door opens…
In our latest video insight, Silvia Dall’Angelo, Senior Economist, identifies the biggest opportunities and challenges faced by China’s economy on the road to reopening.
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White papersNew data hints rate hiking is far from over
Plans for the European Central Bank (ECB) to continue to hike interest rates gain momentum following better-than-expected economic data releases.
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White papersDebt’s Bull Case ‘Remains Intact’
In this Q&A, Pieter Welman describes how an evolving political backdrop and the urgency of the energy transition are shaping the opportunity in infrastructure debt.
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White papersHow real assets provide real solutions: investing sustainably for a better world
Investments in real assets are valued for providing diversification benefits, inflation protection, and stable yield—they also have the potential to be part of the solution to some of our most urgent global challenges.
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White papersAsia ex-Japan: helping clients outperform over the long-term
A contrarian approach involves betting on assets that are not doing well for reasons we consider to be temporary, so that when they recover, we can obtain optimal results.
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White papersFactoring Next-Gen Inflation Resilience into Multi-Asset Strategies
In a changing world, multi-asset strategies need to evolve, especially when building inflation resilience, because tomorrow’s price pressures will likely look very different from today’s. Not only must inflation defenses be diversified, they should also be innovative.
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White papersDecarbonising the built environment
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
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White papersPrivate debt: aligning investment needs with the means to deliver
An asset class that is now a core part of institutional portfolios, Mercer’s Private Debt offering combines expertise and opportunities to deliver amid a complex macro environment
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White papersThe soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
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White papersStewardship navigating a polarised world
With the publication by EOS at Federated Hermes of its 2022 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2022, which was carried out within a polarised landscape for active ownership.
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White papersEOS Engagement Plan 2023-2025
Our engagement plan identifies 12 key themes and 32 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
