White papers - all assets – Page 232
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White papersUnderstanding wine grape farmland investing
This research outlines the nuances of investing in wine grape properties. It identifies why the U.S. could be the most attractive destination for institutional capital and highlights the most appealing regions within the U.S. to invest. Further insights are provided into total returns, risk, correlations, and portfolio considerations of wine grape investments.
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White papersA watershed for climate change stewardship?
2021 may come to be viewed as a watershed year for climate change and investor stewardship, with votes on companies’ transition plans and COP 26 on the horizon.
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White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
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White papersAbate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
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White papers*How can the insurance industry be more sustainable?*
The insurance industry needs to think about sustainability through both an underwriting and an investment lens, says ESG analyst Xuan Sheng Ou Yong.
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White papersNature’s larder – why food producers must safeguard biodiversity
In the second article in our EOS Insights series examining the social and environmental impacts of the global food system, Sonya Likhtman looks at how biodiversity underpins farming and food production.
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White papersOur oceans under threat
Overfishing, plastic pollution, temperature rises and chemical contaminants have all badly impacted the health of our oceans, upon which billions of people depend for their sustenance and livelihoods.
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White papersInpex case study
Inpex has published scenario analyses and its plan to promote carbon capture and storage (CCS), carbon recycling and renewable energy. EOS continues to encourage the company to stretch its ambitions on climate change.
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White papersMain themes for investing in Chinese equity over the summer and beyond
All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors. Under this regulatory pressure, the Chinese market has underperformed both MSCI DM and MSCI EM indices following a strong performance in 2020.
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White papersPandemic provokes acceleration of healthcare innovation
If any good at all is to come of the pandemic, it is already being seen in the rapid and innovative response of the healthcare and medical technology world to a profound and urgent need. Stretching far beyond the development of effective vaccines, this response offers enormous investment potential.
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White papersESG Thema #2 - EU Fit for 55 package
The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990. This represents a substantial increase in the bloc’s ambition compared to the previous 40% reduction target and sets an interim target close to the range of domestic emissions reductions of 58-70% deemed consistent with the Paris Agreement by Climate Action Tracker. As such, this objective places the European Union as a leading region on climate change mitigation efforts.
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White papersGreen hydrogen – Investing in the ‘Swiss Army knife of decarbonisation’
Hydrogen can be seen as the answer to the challenge of reaching net-zero emissions as long as it can be produced without emitting CO2 – in other words, as long as it is green. Its characteristics have earned it the moniker ‘the Swiss Army knife of decarbonisation’ [1] – a reference to its uses as a fuel to power a heavy-duty truck or a cargo ship, or to generate electricity, or even its use to store energy.
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White papersStewardship Report 2020: key takeaways
We outline the key takeaways of our Stewardship Report in which we present our purpose, our responsible investment and ownership approach and examine how the principles of the Stewardship Code are reflected in all areas of our firm.
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White papersESG in Smaller Companies: An Overlooked Opportunity?
When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.
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White papersAsset Class Return Forecasts - Q3 - 2021
The first half of 2021 has been witness to exceptional growth in demand fueled in large part fiscal stimulus and waning Covid-related restrictions. Latest data release indicates the major economies may be at the onset of high-water mark of economic acceleration and the growth will slow down worldwide. Uncertainties of future cash infusions paired with ebb and flow from Covid re-openings are likely to be further headwinds to further short-term demand acceleration.
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White papersEngaging with the animal health sector to prevent the next public health crisis
Dr Emma Berntman sets outs the gravity of AMR risk, why a multistakeholder approach is crucial and the findings from the FAIRR initiative’s latest report we have contributed to.
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White papersPrivate Debt, Capital Solutions and the Early-Cycle/Later-Cycle Paradox
Early-cycle growth prospects should incentivize investment, but later-cycle valuations can give pause: Private debt and capital solutions could resolve the paradox.
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White papersDurable, Sustainable, Adaptable: Identifying Potential “Transition Winners”
In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
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White papersThe geometry of net zero: an accounting conundrum waiting to happen
Emissions accounting is often used as a tool to measure progress on the route to net zero, but such methods can be inconsistent, inaccurate and imply that climate change can be reduced to a book-balancing process. As the investment opportunities surrounding climate change proliferate, it is existentially vital that investors defer to the science.
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White papersNew survey confirms shift to thematic investing
A new survey conducted by Greenwich Associates and sponsored by BNP Paribas Asset Management confirms the strength of the shift to thematic investing. Both institutional and wholesale investors expect a thematic focus in their investments to improve the long-term performance.
