All White papers articles – Page 295
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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 papersThe complexity premium in real estate debt
The withdrawal of banks from property debt markets has sharpened the appeal for investors, who can benefit from both an illiquidity premium and the less widely understood “complexity premium”.
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White papersWhat are the risks in high yield real estate debt?
The high returns of high yield real estate debt are attracting more and more investors. For investors less familiar with the asset class, we explain the key risks and how to manage them.
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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.
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White papersReconciling the Data and the Markets
Inflation is up, Treasury yields are down, and the recovery trade is on the ropes—we believe it’s all more evidence of a fiercely debating, two-way market.
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White papersDelta Blues
The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations.
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White papersWhat you need to know about lithium
Lithium is now widely accepted as a key metal in the transition to electric vehicles (EVs) on our way to a net-zero economy, as exemplified by US Geological Survey’s (USGS) classification of lithium as a ‘critical mineral resource’. In this article, we discuss why it is so important to the EV story, and explain why not all lithium is created equally from an environmental perspective.
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White papersESG Thema #1 - Introduction to Net Zero
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals set in the Paris Agreement remain firmly on the agenda.
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White papersTen for 2021—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they anticipated would guide investment decisions in 2021.
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White papersDark matters in finance: why climate change is bending bank disclosure standards
Financial institutions have historically ignored unquantified risks hidden in plain sight in the real world. But as Fiorino reveals, climate change is pushing the boundaries of financial risk disclosure into unknown territory…
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White papersGlobal Investment Views - August 2021
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.
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White papersSustainable oceans in focus in EOS’s Q2 Public Engagement Report
The Q2 Public Engagement Report from EOS at Federated Hermes takes a deep dive into our oceans, examining threats from overfishing, pollution and global heating. Plus, a look at the recent voting season and why 2021 may come to be seen as a watershed for climate change stewardship.
