All ESG/SRI articles – Page 9
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
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White papersThe fundamentals of sustainable forestry investing
Sustainable timberland investments offer investors traditional portfolio diversification benefits alongside new opportunities for positive impact, say Manulife’s Thomas Sarno, David Fortin and Mary Ellen Aronow.
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VideoGlobal equities: How sustainability gives the edge
In 2021, we launched our Sustainable Global Equity Fund, leveraging decades of experience in ESG investing. This fund integrates proprietary ESG analysis, impact investing, and active engagement to aim for medium-term returns while reducing its environmental footprint compared to benchmarks.
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White papersSDG Engagement Equity Q3 2024 case study: Varun Beverages
Indian multinational Varun Beverages is one of the largest bottlers of PepsiCo’s drinks in the world. It has posted revenue growth of more than 20% per annum over the past decade and its solid track record supports expectations of further success.
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White papersSDG Engagement High Yield Credit: 2024 H1 Report
Five years since the launch of our SDG Engagement High Yield Credit strategy, the investment team provide a full rundown of how their interactions with portfolio companies have created change.
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White papersESG Thema #18 - When extreme becomes the new normal: how to address physical climate risk
The science is clear: mitigation efforts alone cannot halt the negative effects of climate change. The world needs to prepare for physical climate changes even if we successfully meet the Paris Agreement goals. The increase in frequency and severity of acute climate hazards is expected to surge in the coming years, and will have a profound impact in several parts of the world. Moreover, the distribution of anticipated acute weather events is disproportionate and uneven, biased toward more vulnerable populations.
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White papersThe climate risk ‘hot potato’– which sector will be left with burnt fingers?
Does anyone remember Uruk, the ultra-modern city nestled amid the planet’s most fertile farmland? What about Skara Brae, the beachfront town with state-of-the-art homes, beautiful ocean views and mild weather? Nope? Well, 5,000 years ago both communities were among the world’s more desirable places to live, but the shifting climate changed things and these settlements were consigned to history.
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White papersNot all net zero pathways are created equal
Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions. But improving this sustainability profile isn’t just a ‘save the world’ exercise. For building owners and associated stakeholders it is also vital to establish the necessary long-term action plans towards net zero to protect income streams and value and manage costs.
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White papersSlow-speed crash? Problems for the European auto sector pile up
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China
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White papersSupporting the Clean Energy Transition: Opportunities in Emerging Markets Debt
Emerging markets are missing out on the wave of clean energy investment seen since 2020, according to the International Energy Agency (IEA): “Global clean energy investment has risen by 40% since 2020, reaching an estimated $1.8 trillion in 2023, but almost all the recent growth has been in advanced economies and in China. By contrast, other emerging and developing economies account for less than 15% of total investment, despite being home to 65% of the world’s population and generating about a third of global gross domestic product.”
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WebinarWebinar: wind and solar enhanced maintenance technologies and advances with data
How is the use of artificial intelligence impacting the clean energy infrastructure industry? Watch Nuveen Infrastructure’s recent webinar where we discuss the use of big data and AI in asset management, the underlying trends affecting renewables infrastructure maintenance and the wealth of benefits that effective maintenance can bring to a renewables portfolio.
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White papersSpectrum Q3 2024: Marvellous medicine
Second only to AI for its ability to generate investor hype, the biotech sector offers opportunity and risk in equal measure. Read our latest Spectrum report to learn why our portfolio managers believe the investment case for life sciences is more than skin-deep.
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White papersThe energy transition: 10 essential indicators for insurers
A concerted global effort is underway to decarbonize industries, particularly the energy sector, through a series of policy and regulatory interventions. This international push, building on the momentum of the Paris Agreement, aims to create a more secure and sustainable future.
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White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersChurchill 2023 Sustainability Report
We are thrilled to present Churchill’s second annual Sustainability Report. Reflecting on the accomplishments of the past year, I am grateful for the many partnerships we’ve built. From collaborating with investors to refine our practices to engaging with organizations that provide invaluable insights to our investment teams, we are invigorated by the progress we have made together towards our sustainability goals.
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White papersThe shifting landscape within direct lending
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
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White papersCan the demand for critical minerals be met responsibly?
Decarbonising the economy requires a significant scaling up of green technologies such as electric vehicles (EVs), solar photovoltaics, wind turbines and grid-scale battery storage. All of which require significant mineral inputs. A deficit of these “critical minerals” – such as cobalt, copper, lithium, rare earth elements, graphite and nickel – raises supply risks that could constrain the pace and scale of the energy transition.
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White papersPrime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
