All Renewables articles – Page 8
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersSeven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.
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White papersStepping up financing of renewable energy projects
Renewable energy generation has been a major focus for impact investors, who have been channelling private capital towards wind power, solar technology and other fossil fuel-free or sustainable solutions. While 2021 marked a new record for renewable energy capacity additions, the IEA has warned that the pace must double to reach net-zero emissions by 2050.
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White papersESG and inflation: An inconvenient truth?
When it comes to ESG investing, we need to talk about the inflationary elephant in the room says Martin Todd, Portfolio Manager for Global Equity ESG.
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White papersThe Inflation Inflection
The COVID-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.
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Asset Manager NewsGLP Closes 2021 With Record Performance Across Logistics, Digital Infrastructure and Renewable Energy
Singapore, 24 February 2022 – GLP, the leading global investment manager and business builder in logistics, digital infrastructure, renewable energy and related technologies, announced record fundraising, leasing and development activity in 2021, with global assets under management surpassing US$120 billion as of December 2021.
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Asset Manager NewsGLP Enters Japan’s Data Centre Market, Targeting 900 MW Power Capacity
Tokyo, 21 February 2021 – GLP today announced a substantial plan to enter the Japan data centre market, with a target of delivering 900 megawatts (MW) of power capacity, which would make the company one of the leading data centre operators in the country.
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White papersInvesting in the New Global Infrastructure Economy
In a recent interview in the Preqin Global Infrastructure 2022 report, Biff Ourso and Andy Deihl of Nuveen Infrastructure discuss how changing global demographics and structural trends are creating opportunities for private infrastructure to invest in the transition to a low carbon economy.
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Asset Manager NewsVattenfall to sell part of Princess Ariane wind farm to a.s.r.
Vattenfall is to sell part of Prinses Ariane wind farm in the Wieringermeer to a.s.r. As a result, a.s.r. will be the owner of 32 of the 82 turbines on the largest Dutch onshore wind farm.
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White papersLithium, Cobalt Lead Charge for Alternative Fuels
As the push towards alternative energy sources gains momentum amid growing concerns over the environment and demand from an expanding electric car industry, the spotlight has turned to battery metals such as lithium and cobalt that are used to store electricity, rallying their prices this year.
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White papersGreen revolution re-energises utility stocks
Investment analyst Bobby Chada explains why he thinks green power is still a smart long-term investment.
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White papersRenewable energy trends in Europe
Capital Dynamics shares its perspective and insights on how the global energy infrastructure landscape has evolved and why there is reason to be optimistic about the opportunities for renewables in Europe.
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White papersGlobal Resources: Poised for Long-Term Growth?
From decarbonization to renewable energy, there are a number of structural trends unfolding that should provide a supportive backdrop for natural resources going forward.
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White papersFrom fossil fuels to renewables
In this paper, François Beaudry and Natalya Zeman consider the key long-term investment implications of the transition towards sustainable energy.
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White papersHow to invest in the energy transition with infrastructure debt
The shift from fossil fuels to renewables is one of the most important investment themes of the century. Infrastructure debt allows investors to drive the essential change while generating income in a low rate environment.
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White papersRenewable energy stocks look set to rally
We continue to see signs that renewable energy stocks are well orientated after the sell-off that marked the start of the year.
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White papers22@ – innovation in Barcelona
Barcelona is in the middle of one of the most ambitious urban renewal projects in the world – and PATRIZIA is in the thick of it. With 22@, the city is seeking to transform the historic but run-down industrial district of Poblenou into a dynamic and innovative district. Greg Langley reports.
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White papersReal assets net zero pathway: Our strategy to achieve net zero by 2040
Our strategy to achieve net zero by 2040
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White papersHydrogen: Back to the future
The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?
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White papersNon-IG News: U.S. Elections and Implications for the Energy Sector
The Biden administration represents a significant shift in Energy policy from the prior administration. Robert Gephardt, Energy Sector Team Lead & Senior Analyst, discusses his views on how this could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.
