All Thematic Investing articles – Page 5
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White papersClimate Change High Yield Credit, Annual Report 2023
This year’s annual report offers a deep dive into a newly augmented data tool that quantifies the progress companies have made towards decarbonisation.
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White papersMag 7’s Asian Silicon Dragon
Taiwan’s significant growth in the technology sector solidifies its role as a key player in many global supply chains.
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White papersHoly Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.
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White papersImpact Opportunities, Annual Report 2022
Our Impact Annual Report offers an overview of relevant updates to the companies in our portfolio, and showcases our engagement with three holdings in particular as they relate to the themes of clean water and future mobility.
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White papersCould green hydrogen be the hero of net zero?
Green hydrogen has been put at the centre of many net-zero initiatives for good reason. Also known, on account of its versatility, as the Swiss army knife of long-term decarbonisation, it can provide turnkey solutions for those industries where greenhouse gas emissions are harder to suppress – solutions which can be seen as critical if climate goals are to be met. Edward Lees and Ulrik Fugmann explain.
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White papersHydrogen – Tomorrow’s energy today
Green hydrogen is one of the fastest-growing clean energy technologies and looks set to grow exponentially in the coming decades. Many governments have placed it at the centre of their net-zero strategies thanks to its varied industrial applications.
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White papersAccounting for AI risk in ESG investing – It’s a black box
Interest in artificial intelligence has ballooned, fuelling widespread expectations that AI technology could soon play a significant role across many industries. Talk of its benefits, however, is being matched by concerns over its environmental, social and governance (ESG) impact.
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White papersA fresh look at thematic investing
Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical risks, and uncertainty about the economic outlook have affected the valuations of many companies we believe will benefit from key long-term trends. In our view, their prospects are undiminished.
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