All ESG/SRI articles – Page 7
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White papersLessons from COP26 ‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
Covid may well have set back the march toward a greener planet, says Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income.
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White papers
Metaverse & the Disruption of the Internet
The sci-fi inspired vision behind an idealized metaverse is clear—but the road to get there is uncertain. As the industry tries to adapt existing business models to fit this new (virtual) reality, which companies will be the winners?
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White papers
EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars
Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change..
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White papers
Lessons from COP26 Net-zero pathway a boon to fixed income
Having more data to discuss with corporates is helping to rewrite the framework for investment, says Andrew Jackson, Head of Fixed Income
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White papers
COP26: A Meaningful Step Forward in Combatting the Climate Crisis?
Now that the COP26 event has finished, Martin Currie looks at what was achieved, what needs to happen next and the implications for investors.
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White papers
Bringing ESG Considerations to Equal-Weight Indices
Equal-weight indices can have many benefits, notably long-term outperformance—largely driven by exposures to small size and value, along with their associated risk premia—as well as reduced concentration in the largest names.
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White papers
Lessons from COP26: Deforestation pledge a ‘pivotal moment’
Despite landmark deals, work must be done to ensure emerging markets get back on track with climate fixing efforts after pandemic hurdle.
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White papers
CIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
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White papers
Real assets and net zero: Ambition vs action
How are investors’ commitments to net zero changing? What are the key advancements in ESG? And how is long-term appetite for real assets evolving?
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White papers
Credit: The long and short of ESG investing
Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.
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White papers
Shifts & Narratives #12 - ESG is not a given, the battle for data has just begun
ESG (environmental, social, and governance) investing has been making news headlines recently. With the rising adoption of ESG worldwide, regulatory scrutiny has started to intensify. The focus of this attention has been the assessment of what is effectively the integration of ESG principles into the traditional investment process versus what can sometimes appear to be the mere labelling of investment products as ESG with minimal effort to incorporate ESG aspects – a marketing push put in place to address fast growing investor demand.
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Research Report
Impact Report, Q3 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.
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White papers
China’s zero-Covid policy – Timing, benefits, costs and impact
As more countries opt for ‘living with Covid’, China is sticking with a ‘zero Covid’ policy (ZCP) that has brought significant benefits, although not without costs. China may soon be approaching a turning point where the costs outweigh the benefits.
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White papers
Novo Nordisk Throws Its Weight Behind Patients With Obesity And Diabetes
The world’s obesity and sugar-high problems have healthcare budgets bursting at the seams.
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White papers
Don’t get lost on the road to Paris: How to avoid the unintended consequences of a net-zero portfolio.
Making pledges and setting targets is the only straightforward thing about decarbonisation. More and more, asset owners will need to demonstrate how their approach is enabling them to reach net zero while future-proofing returns within a specified timeframe. It’s a question of understanding the individual challenges presented by each asset class and factoring this insight into a nuanced and sophisticated decarbonisation approach.
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Video
Solving for 2022
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2022.
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White papers
Macro Views: Carbon: The Price of a Greener World
Carbon has been one of the hottest topics of discussion this year. Climate action is a huge theme that affects both individuals and companies, and governments around the world have been actively addressing this essential topic, as witnessed at the recent COP26 Summit in Glasgow.
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Research Report
A new world of renewables: Part II
In the final installment of this two-part paper, we take a closer look at emerging market trends and opportunities.
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Webinar
Think beyond the horizon
The 2022 Alpha Summit event series is the definitive global event series for investment management professionals.
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White papers
Investment viewpoint: COP26: 7 key takeaways for investors
The Glasgow Climate Pact instilled measured optimism for many in the private sector and government, but disappointed others, including NGOs. The agreement does not seek to keep global warming below 1.5°C, but its commitments to decarbonisation and nature ensure the global economy after COP26 will be significantly different from the one preceding the summit.
