All ESG/SRI articles – Page 66
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White papersESG and Shareholder Value: Why Link Environmental, Social, Governance (ESG) Metrics to Executive Compensation?
With mounting evidence pointing to the materiality of ESG issues and potential ties to financial performance, we have seen investors asking for more companies to incorporate relevant and material sustainability / ESG metrics into their executive compensation plans.
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White papersKeeping Real Estate Portfolios Above Water Amid Rising Sea Levels
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
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White papersGlobal Investment Views - September 2021
Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies.
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VideoHow Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets
What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.
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White papersPlugging into electric vehicle opportunities
The electrification of transport is now one of the major trends in the auto industry, directly impacting key manufacturers and suppliers in the electric vehicle ecosystem.
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White papersCosts, margins, labor are key
What are the major issues or trends you think investors should watch most closely for the rest of 2021 and why?
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White papersEuropean investors lead search for innovative investments amid changing market dynamics
Nuveen has seen significant growth from European clients over the past five years. As investors come to terms with the new normal amid the global pandemic, we are now seeing new opportunities to meet European clients’ changing investment needs.
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White papersEurovision: Scores of Return Potential
Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention.
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White papersPricing carbon: Taxing polluters is the only way forward
Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.
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White papersClimate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
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White papersThe going gets tough: Can heavy industry decarbonise?
Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…
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White papersWhat to Expect When You’re Expecting a Taper
Many investors, perhaps scarred by 2013’s “taper tantrum,” are focused on the likelihood that the Federal Reserve will start reducing its bond purchases in the next few months. We don’t think the taper will be disruptive—the Fed has learned from the market’s adverse reaction to that surprise policy turn. But we do see a taper coming soon.
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White papersVotes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
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White papersSoutheast Asia’s internet economy: On a fast track
This issue of Trends Reinforced explores investment opportunities in Southeast Asia’s internet economy.
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White papersSalary or sick leave – the impossible choice
In the fifth article in our series about the social impacts of the pandemic, Emily DeMasi looks at how the lack of national paid family and medical leave policies in the US has contributed to widening inequalities.
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White papersSiemens Energy case study
Siemens Energy is addressing the challenges of the climate transition by setting science-based emissions reduction targets.
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White papersRubles, Reals, and Institutional Quality
We believe an increased long exposure to the Brazilian real and Russian ruble is justified by the “where” and “why” stages of our investment process, specifically relating to ESG influences (in this case, primarily social and governance factors).
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White papersA watershed for climate change stewardship?
2021 may come to be viewed as a watershed year for climate change and investor stewardship, with votes on companies’ transition plans and COP 26 on the horizon.
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White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
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White papersAbate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
