Using Bitcoin mining to combust leaking methane sources can eliminate 5.32% of all global emissions by 2045. This represents 23% of all global methane emissions: more than half the UNEP’s targeted reduction of methane of 45% by 2045. That means
Biodiversity will become one the largest investment megatrends in our lives, and the theme is at an inflection point Biodiversity: The neglected existential risk Much of the investment industry’s rhetoric is about capital – whether that’s financial, produced, human or
Green Bonds KWARTAALUPDAT Een obligatie is niet zomaar ‘groen’ te noemen. Om dit predicaat te mogen dragen, moet een obligatie aan verschillende criteria voldoen. Een dubbelinterview met een uitgever én een belegger wijst bovendien uit dat er meer is wat
In een verder ongunstige omgeving voor obligatieemittenten en -beleggers ziet de toekomst voor obligaties uit opkomende markten er zonder twijfel groen uit. Stijgende wereldwijde rentes en volatiele markten hebben zwaar gewogen op zowel het aanbod van als de vraag naar
In een verder ongunstige omgeving voor obligatieemittenten en -beleggers ziet de toekomst voor obligaties uit opkomende markten er zonder twijfel groen uit. Stijgende wereldwijde rentes en volatiele markten hebben zwaar gewogen op zowel het aanbod van als de vraag naar
Responsible investing is heavy with buzzwords and acronyms: ESG, SDGs and more. But in a world liberally scattered with jargon, what are we to make of a recently popular concept – the circular economy? And why should investors join us
1. De context Maatschappelijk verantwoord beleggen (MVB) is de afgelopen jaren bij pensioenfondsen in een stroomversnelling geraakt. Wet- en regelgeving leggen steeds meer nadruk op aandacht voor milieu-, sociale en governance-factoren (ESG-factoren) in het beleggingsproces. Initiatieven zoals het IMVB-convenant (Sociaal
INTRODUCTION In early 2022, scientists announced that the earth crossed six1 of the nine planetary boundaries demarcating the safe operating space for humanity: Pollution from ‘novel entities’2 , freshwater, climate change, biosphere integrity, biogeochemical cycles and land-system change. This unravelling
During 2020 the market went through a number of distinct phases from, 1) ignorance of the impending COVID-19 effects (January, February) to, 2) panic (end of February to mid-April) to, 3) the “world will need to change” as a broad
If you’re a fund manager who is establishing an ESG policy, failure to consider Bitcoin in the mix is tantamount to gross negligence on your ESG obligations. If you’re a private investor, not investing in Bitcoin because it “uses energy”
Impact Investing In terms of asset class, impact investing has traditionally been associated with private capital. Public equities make up just 17% of the USD 502 billion in assets managed in impact strategies1 , a negligible amount compared with the
The War in Ukraine is a daily reminder of how precious freedom and democracy are, and how essential security is. The respect of civil liberties and political rights has been at the core of our proprietary model for sustainable countries
A decline in the ecosystem services that nature provides will initially pose a direct physical risk to businesses as harvests become more unreliable, weather patterns change and pollinators no longer support agriculture. The risk is both event-driven, e.g. flooding or
Voedselzekerheid is door de Oekraïnecrisis een nog urgenter wereldwijd probleem geworden. Beleggers kunnen helpen om oplossingen te bedenken – van boer tot bord. De forse stijging van de voedselprijzen en de bevoorradingsproblemen, die nog verergerd werden door de Russische invasie
Nu de vastgoedsector steeds meer wordt aangesproken op het verkleinen van zijn enorme ecologische voetafdruk, is modulair bouwen weer in de mode. Het is groener, sneller en efficiënter. Modulaire bouw is niet nieuw. In de negentiende eeuw verscheepten Britse immigranten
1. Introduction The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions. 1 The index methodology leverages WTW’s proprietary
ESG risks in supply chains: Connecting the dots Supply chains are vital to many businesses. As they grow more complex, companies are exposed to a wide range of risks from environmental, social, and governance (ESG) factors. These risks can exacerbate
Wat is de invloed van de afname van biodiversiteit op onze wereld en wat kunnen beleggers doen om dit proces tegen te gaan? Op die vragen zoekt Pictet Asset Management als onderdeel van het Impact Partnersconsortium de antwoorden.
Om de opwarming van de aarde tegen te gaan, moet de wereld misschien verder gaan dan het bereiken van netto nul en beginnen met actief koolstof uit de atmosfeer te verwijderen. Maar liefst 140 landen en honderden bedrijven over de
Stijgende wereldwijde rentes en volatiele markten hebben zwaar gewogen op zowel het aanbod van als de vraag naar obligaties, vooral in opkomende markten (EM). Toch bleef één segment verrassend veerkrachtig. Uit onderzoek van Pictet Asset Management blijkt dat obligaties die
Bitcoin isn’t the great evil we have been led to believe. Until you’ve looked deeply into something, you’re not in a position to judge it, says Daniel Batten. For as long as I can remember, protecting the environment was my
Understanding the potential impact of climate change and the interaction between different stakeholders, initiatives, metrics, and tools presents challenges. There is a growing need for investors to understand the risks, opportunities and the impact on investment portfolios that come with
At our ESG fund, as part of our due diligence on Bitcoin Mining, we recently examined the 7 Most common ESG arguments against Bitcoin and found all of them to be untrue. Sometimes, the diametric opposite was the truth.
2022 has changed everything that we in the environmental, social and governance (ESG) sector thought we knew about Bitcoin. We thought it was a net negative for the environment. We could not have been more wrong. It turns out that
Biodiversity is equally vital to people and planet. It gives us clean air and water, food and medicines. As mentioned in The Economics of Biodiversity: The Dasgupta Review1, Biodiversity is the diversity of life and can be read at various
The 2 biggest problems with Solar & Wind are that they “don’t match where” and “don’t match when” most customers want it. These two problems lead to a plethora of other problems: curtailment, load balancing, voltage regulation, power wasted in
Can you elaborate on the growth and income philosophy of CGEGI and how that informs your positioning? Alfonso: For me, one of the most attractive features of the growth and income approach is that it gives managers complete discretion to
Climate change and carbon emissions in particular have recently received a lot of attention from governments, non-governmental organizations (NGOs), businesses and the general public, and rightly so. But we must be wary of carbon emissions tunnel vision and instead take
Capital Goods Companies, the Enablers of the LowCarbon Industrial Revolution As an ever-increasing number of nations announce ambitious climate objectives, the global economy is embracing net zero carbon as a common direction. For example, the European Union targets a 55%
The paper looks to answer these questions with a unique empirical study of ESG’s effect on the global equities lending market.
Sovereign ESG revisited Introduction Although the use of sustainability metrics in sovereign fixed income markets is becoming more mainstream, there is a lack of consensus on how to appropriately assess countries’ Environmental, Social and Governance (ESG) performance. A particular challenge
Investor relations (IR) teams increasingly field questions for their companies about sustainability topics. According to our most recent edition of Global Trends in Investor Relations, 71.3% of IR teams globally reported in 2019 that ESG/CSR communications with investors are among
The last decade has welcomed a major increase in the investment community’s awareness of the importance of environmental, social, and governance (ESG) factors. Unfortunately, this awareness has come hand in hand with an increase in the negative real-world impacts of
Part 1 – Five Things to Know about SFDR in June 2022 Breaking Waves In March 2021, a regulatory wave hit the shores of the European Union, SFDR Level 1. It was the first in a series of rules and
Flash Update: The recent round of positive performances in local currency markets has offered investors hope of some recovery after the asset class dropped by 16% between mid-February and mid-May 2022. Rising yield levels have contributed the most to the
“Governance, Sustainability and Resilience progress by State-Owned Investors” 1. Executive Summary We are delighted to present our 2022 GSR Scoreboard, the most comprehensive analysis yet on the governance, sustainability and resilience practices by State-Owned Investors around the world. The GSR
Key insights: The conflict in Ukraine underscores the tension of balancing energy transition goals and energy needs. The war is not compromising Europe’s commitment to decarbonization, but the short-term focus is on energy independence and security of supply. Because Russia
Humanity’s strategy for reaching net zero could be crudely described as “electrify everything we can and decarbonise electricity generation”. There is, of course, much more to it than this. But it is true that the virtual elimination of carbon emissions
I am delighted to introduce you to UBP’s 2021 Sustainability Report. This report highlights our efforts to embed sustainability at UBP. It outlines our vision and strategy as well as progress towards strengthening our responsible investment activities and improving our
Explaining portfolio returns through Fama-French-Carhart models supposes linearity between returns and risk factors. It makes it possible to simply identify relationships as a linear combination of factors, while in reality, these relationships could be much more complex. In support of
Changing times Ever since we began our global survey of mining executives 12 years ago, one thing has been constant: the top risk for the industry has always been commodity prices. So this year marks quite a moment: commodities markets
Gabriel Micheli is senior investment manager bij Pictet Asset Management en al 15 jaar actief in de samenstelling van milieuportefeuilles. Hieronder staan enkele belangrijke quotes uit het interview.
With today's stressed supply chains and elevated commodities prices, the chart below is food for thought. It shows that …
An Ecosystem Approach to Investing with KraneShares There is a climate crisis on our hands and fixing it will require a massive investment…
De ervaring van Evgenia Molotova in sectoren die doorgaans niet geassocieerd worden met impactbeleggen vormde de inspiratiebron voor Positive Change, een aandelenstrategie die een verschil maakt. Wat wekte uw interesse in impactbeleggen op? In het verleden leidde ik de dochteronderneming
Last year global sustainable debt issuance hit a record of over $1.4tn, with the overall sustainable debt universe expanding to near $3.4tn. In the first quarter of 2022 this healthy trend halted temporarily, as high energy prices and rising borrowing
At the recent COP267 conference, members of the Glasgow Financial Alliance for Net Zero (GFANZ), of which Franklin Templeton is a member, signed a commitment to deploy over US$100 trillion in financing over the next three decades to move the
Riding the Green Wave: Green and sustainable investment in emerging markets and developing economies (EMDEs) rebounded from pandemicrelated challenges to reach record levels in 2021. This report provides an overview of developments in the market for green bonds issued in
Agriculture’s growing contribution to the net zero cause In the chilly waters off the coast of Tasmania grows a plant that might prove to be the tipping point in the fight against a particularly potent source of global warming: methane
In this Q&A, Kirstie Spence and Robert Burgess share their views on Russia, commodity prices and the impact of the conflict on emerging markets. How does the Russia-Ukraine conflict compare to previous periods of geopolitical instability? Kirstie: The current situation
