All Global articles – Page 70
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White papers
Plastics in a transitioning world: The context, shape and opportunities of the transition
We believe the context within which plastics are discussed is rapidly evolving, as the result of numerous mutually-reinforcing forces at play. Government policy specifically aimed at plastics is intensifying, at the same time as consumer opinion is continuing to shift.
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White papers
Global Investment Outlook: Is the “E” in ESG Accelerating?
In light of the upcoming 2021 United Nations Climate Change Conference (COP26), it seemed like an opportune time to focus on Environmental, Social and Governance—particularly the “E” as it relates to climate change. Our investment leaders across equities, fixed income and alternative investments examine the role policymakers, asset managers and end investors can play in creating positive change.
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Fixed Income Investment Outlook 4Q 2021
A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields that is likely to persist into the fourth quarter.
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What it means to be a sustainable investor
The natural world is in crisis: We are losing biodiversity – the very fabric of life – at an alarming rate. Investors would do a poor job if they did not seek to preserve the fabric that is at the heart of building the future that people want and need.
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From outside-in to inside-out: Transforming finance for impact
To meet the goals of the Paris Agreement, finance must embrace a holistic approach to managing its impact on the environment. Eric Usher, head of UNEP FI, talks to AIQ about this shift in focus and the importance of public and private sector collaboration.
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Research Report
Thematic equities within global equity asset allocation
Although the core-satellite approach is fairly popular, the majority of professional and non-professional investors allocate capital by region. It’s a strategy that divides the investible universe into large regional blocks such as North America, Western Europe and Asia-Pacific.
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White papers
Innovation Builds Deep Water Technology Waves
The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute.
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Actions and words: An interview with Dale Vince
The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.
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The cost of climate change: Action versus inaction
The present global consensus to reduce greenhouse gas emissions to net zero will require immense investment
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POSCO case study
Following engagement on climate change, POSCO strengthened its governance and management framework of climate-related issues. As a co-lead for the company under Climate Action 100+, EOS engaged with POSCO, contributing to the company’s 2050 carbon neutrality commitment and reporting in line with the TCFD’s recommendations.
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Research Report
SDG Engagement High Yield Credit: H1 2021 report
Our focus on higher-quality credit in markets with strong engagement potential meant we didn’t benefit from the outsized rally in Covid-ravaged sectors in H1 2021, but the strategy continues to outperform its benchmark since inception
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White papers
Explaining the disconnect between lumber and timber prices
Pundits are wondering “Lumber prices are soaring. Why are timber owners miserable?” They declare “Lumber prices soar, but logs are still dirt cheap” Indeed, lumber prices reached record highs at levels perhaps four times what were previously thought to be “trend” prices.
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Podcast
High Yield: Why Fundamentals May Be Stronger Than You Think
Barings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, potentially higher rates and an ever-increasing focus on ESG.
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White papers
Global Investment Views - October 2021
Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI). The Fed announced a potential tapering, but the overall approach will be gradual and the ‘not enough growth’ narrative will remain dominant.
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White papers
Conversations with… Hendrik-Jan Boer
Hendrik-Jan Boer talks about the power of companies that have a durable competitive position, do no harm, and can adapt to change—and how they find them.
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White papers
Associated British Foods case study
ABF has evaluated its approach to risk management and subsequently provided increased assurance to investors and increased its communication on the topic. EOS has engaged with the company on risk oversight since 2013 and continues its dialogue on other ESG issues.
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White papers
JD.com case study
JD.com published its first ESG report in April 2021 and its second sustainability report in June 2021. It also held its first shareholder meeting in June 2021 with appointment of its first female board director. EOS is pleased with its changes and continues to engage with the company on furthering improvements on ESG issues.
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White papers
The net zero carbon decision
Is a net zero carbon target right for institutional portfolios? If it is, what steps do investors need to take to put them on the path to net zero?
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From climate change to climate transition
How looking beyond green credentials could accelerate a lower-carbon world.
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From corporate reform to system reform
How investors can reform markets and help combat climate change.