All ESG/SRI articles – Page 83
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White papersESG in Mining: A Quiet Revolution is Surfacing
There’s a quiet revolution underway in mining that is delivering more change than it has seen in centuries. Investors, like many observers, have long had a negative view of the environmental, social and governance (ESG) records of the mining industry.
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White papersAn investment opportunity for the coming decades: the environment
The issues raised by global warming and environmental questions more broadly require new technologies and sources of energy. The solutions are tied to the gravity of the current pandemic in the sense that there are many calls for the stimulus measures taken to support the economy to be directed at sustainable solutions.
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White papersThe Circular Edition 2, 2020 - Keeping you in the sustainability loop
As the economy looks to recover, people are coming around to the idea that sustainable investing could be part of the solution. We’ve summed up our recent insights on environmental, social and governance (ESG) investing to bring you the latest edition of The Circular.
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White papersThe hottest equity themes in a post-pandemic world
It is already clear that the 2020 pandemic has given rise to a cycle of low growth and high debt. In this setting, value added will likely be generated more effectively by actively picking equity investments and doing so with a high dose of conviction. We believe that to find the incongruities in performance between the top companies and the others, investors need to be highly selective.
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White papersTackling ‘lower for longer’ with private debt and real assets
Investors seeking alternative and resilient sources of yield in the face of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. David Bouchoucha, chief investment officer of private debt & real assets (PDRA), discusses the attractions of the asset class.
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White papersTime to play a cyclical recovery in European equity
Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved sentiment could benefit European assets, equities in particular, that have been a laggard due to the pandemic. This could lead to a catch up of EU equities in relative terms vs other markets.
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White papersGiving credit to decarbonisation (part 2)
What actions are commercial real-estate owners, and their lenders, taking to reduce carbon emissions – and how can this impact the performance of their assets?
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White papersGiving credit to decarbonisation (part 1)
What are the hallmarks of best-practice carbon disclosures among corporate-bond issuers, and how can climate action positively impact the performance of companies?
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White papersProtecting biodiversity through sustainable land use
The global pandemic has highlighted the causal links between biodiversity loss and climate change, and the emergence of infectious diseases. In the third article in our pandemic series, Sonya Likhtman explores how deforestation and industrialised agriculture contribute to biodiversity loss, and why companies must ensure sustainable land use throughout their value chains.
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White papersLeveraged loan investment and ESG in light of Covid-19
In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?
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White papersGlobal Equities case study: how Zoetis is advancing animal health
Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. This is well-illustrated through our exposure to current holding Zoetis.
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White papersESG: The Intent Beyond the Income
ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.
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White papersESG in Fixed Income: Progress Over Perfection
Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
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White papersTackling the climate crisis
Climate change is the defining challenge of our time and we are at a defining moment. As we navigate through the coronavirus and its impacts, we have an opportunity to shape the post-pandemic world so that confronting the climate emergency is an undisputed global priority.
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White papersFighting the climate crisis: mitigation and adaptation
Global warming is a universal issue whose enormity seems to increase every year as new records for temperature, storm severity and species extinction are set, before being broken again. In the second episode of a two-part climate-focused special of Fundamentals, we ask: how should investors think about the climate within a portfolio context? And can investors adapt to a new climate normal?
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White papersCatalysing impact: how investors can fight climate change
Amid the dislocation of the coronavirus, it is easy to forget that just a few short months ago the debate about the climate crisis – and our collective response – was gaining momentum. In the first of two special climate-focused episodes of Fundamentals, we ask: is climate action taking a back seat to Covid-19? And what role can impact strategies play in tackling the most defining challenge of our time?
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White papersESG Research Helps Reveal Resilience amid COVID-19
Companies are coping with diverse challenges through the coronavirus crisis. Investors who integrate environmental, social and governance (ESG) factors into their research can gain important insights on how businesses are adapting—and how future return potential might be affected.
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White papersSamsung Electronics: driving the sustainability agenda in emerging markets
Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. We believe that companies with a competitive advantage and sustainable business models are likely to offer visibility of earnings growth. This can be demonstrated through our exposure to South Korean consumer and industrial electronic equipment company, Samsung Electronics.
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White papersHow Nuveen uses responsible investing across asset classes to seek higher returns and manage risks
Responsible investing (RI) continues to win converts. Yet, whether they are new believers or long-term adherents, many investors looking to incorporate environmental, social and governance (ESG) factors into their portfolios limit themselves to either excluding specific industry sectors or adding a fund at the margin.
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White papersHow the COVID-19 Crisis Validates Sustainable Investing
The economic and market challenges brought on by the COVID-19 pandemic have put investors through a trial by fire this year. Yet the crisis has also validated sustainable investing strategies focused on environmental, social and governance (ESG) factors.
