All Global articles – Page 80
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Asset Manager NewsOrchard Street accelerates timeline to meet ESG targets with launch of ambitious net zero carbon pathway
Firm is targeting becoming a net zero carbon business by 2040, ten years earlier than planned, as responsible investment approach gains momentum
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White papersDesigning temperature alignment metrics to invest in net zero: an empirical illustration of best practices
The Paris Agreement’s overarching objective is to keep “the increase in the global average temperature to well below 2 °C above pre-industrial levels and to pursue efforts to limit the temperature increase to 1.5 °C above pre-industrial levels” (UNFCCC, 2015).
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White papersRoadmap to Net Zero Paper 1: Debunking 7 misconceptions about scope 3 emissions
To launch our Roadmap to Net Zero series, we delve into the complex topic of indirect emissions – commonly known as scope 3 emissions. While scope 3 emissions can account for over 80% of companies’ total carbon footprint and are therefore key to understanding climate-related investment risks and opportunities, they remain subject to much debate and confusion.
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White papersIce cube case study
As the global economy transitions towards net-zero carbon emissions, we believe that companies with the commercial need, financial resources and management strength to act on the risks and opportunities generated by decarbonisation will prosper.
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White papersRethink net zero
The transition to a global economy with net-zero greenhouse gas emissions is the defining challenge of our time. Currently we emit 52 Gt in CO (2019),1 excluding 2 land-use change.
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White papersInvesting in Nature: the true engine of our economy – a synthesis
Nature is in decline. With it, we are losing one of our most productive forms of capital and ultimately putting at risk our society, economy, health and way of life.
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White papersPlastics 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 papersFixed 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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White papersWhat 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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Research ReportThematic 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 papersThe 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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White papersPOSCO 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 ReportSDG 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 papersExplaining 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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PodcastHigh 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 papersGlobal 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 papersConversations 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 papersAssociated 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 papersJD.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.
