In 2019, James Sweeney, then chief economist at Credit Suisse, popped into my office and said “you know this pandemic and lockdowns… this is where your world [funding] and my world [global industrial production] intersect, because supply chains are payment
Opkomende markten gaan efficiënter om met hun koolstofgebruik. Dat zou beleggers moeten helpen om hun bedrijfsobligatieportefeuilles af te stemmen op duurzame doelstellingen. Hoe meer fossiele brandstof je verbrandt, hoe rijker je wordt. Sinds de industriële revolutie gaan hogere koolstofemissies en
Op 10 maart 2021 is de Verordening betreffende informatieverschaffing over duurzaamheid in de financieledienstensector, ook wel bekend als SFDR1 , in werking getreden. Per 1 januari 2023 gelden specifiekere regels voor transparantie over duurzaam beleggen. Vooruitlopend op deze specifiekere transparantieregels
The macroeconomic backdrop in 2023 will be a real test for companies, with the impetus for authentic solutions to sustainability challenges being greater than ever. Here, we share our perspective on key themes that will shape global markets in 2023
Find out about the key themes across science, technology and sustainability which are helping shape our future over the coming year – and beyond. 1. Focus on food security The recent supply chain disruptions – and the resulting empty supermarket
Our sustainable strategies have often been in a minority with their clear stance against investing in the sovereign debt of autocracies. Having rationalised the annexation of Crimea, many academics, politicians, and investors believed that as long as business is flowing,
Our sustainable strategies have often been in a minority with their clear stance against investing in the sovereign debt of autocracies. Having rationalised the annexation of Crimea, many academics, politicians, and investors believed that as long as business is flowing,
Developments in Artificial Intelligence (AI) and machine learning have led to the creation of a new type of ESG data that do not necessarily rely on information provided by companies. This paper reviews the use of AI in the ESG
The good news is that AI tools are available now which can collect and analyse more information on ESG risks and opportunities than ever before. These tools improve the quality of data, analyse it effectively and create new exciting opportunities.
The world has woken up to the vital role that nature plays in supporting our economy and society. With more than half of our global GDP dependent on the natural world, 1 we believe that the reality is stark: nature
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
To be successful, companies need to have people at the helm who are wellequipped to create resilient long-term growth. By voting and engaging directly with companies, we encourage management to control risks while seeking to benefit from emerging opportunities. We
In this report, which shares LGIM research on sustainability themes ahead of the climate summit in Sharm El-Sheikh, we argue that these objectives are not mutually exclusive; rather, they are inextricably linked. The document, penned by our Investments and Investment
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
2022 global survey findings from asset owners: By now, we’re all aware that sustainable investment isn’t a new phenomenon, idea or even a quick fix, but rather the current and future of investments. With that in mind, our findings demonstrate
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
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
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
The 2022 Schroders Institutional Investor Study confirms once again how European investors have made sustainability an integral part of their activity, ahead of the global average in the race to net zero, regulatory agenda, and commitment to their role in
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
As investors increasingly look to manage the carbon exposure in their portfolios, it is critical that they have the right tools. There are many ways investors can address the carbon exposure in their portfolios, including explicit …
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
What has driven the recent acceleration in electric vehicle (EV) sales? Jason Zhang: The acceleration has been largely driven by regulations and incentives in Europe and China. In Europe, for example, 2020 was the first year when automakers faced stringent
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
This is the fifth Swiss Sustainable Investment Market Study published by Swiss Sustainable Finance (SSF) in collaboration with the Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich. After the impressive increase in the amount of
The urgent need for action on climate change and likely policy responces means that investors need to think about carbon in their portfolios. And they need to do so from multiple perspectives.
What does sustainability mean to you? We recognise that this can be an emotive topic and it is difficult to consolidate disparate sustainability concepts into one investable package. What we can do however is be clear in our objectives, encourage
Before we go further, we should define our terms. A sustainability-linked bond (SLB) is a general proceeds debt instrument, meaning the issuer does not have to predetermine projects and allocation of proceeds. Instead, the funds may be used for general
Sustainable Leadership in Financial Services Sustainable leadership. What does that actually mean? And what does it entail for the Financial Services sector? Does it mean shifting strategies from making profits to ensuring the planet is ok? To care about the
While the word inflation again dominated markets over Q4 2021, a new word rivalled it by December: Omicron. This Covid-19 mutation was identified by South African scientists and soon it was spreading fast. The world flew into a panic, banning
Our world is constantly changing. People are redefining the way they live, work and interact. Expectations from our clients, investors, employees and society are also evolving, and so should we. In April 2021, after a wide-ranging review, including cross-firm brainstorming
Some might argue that building a sustainable economy is a technological problem. It isn’t. The world is sufficiently stocked with greenhouse gas-reducing technologies such as renewable fuels, carbon capture and energy storage. What it lacks is capital. According to the
Our CMA process and how we aligned macro, fundamental and climate variables Our CMA process follows a classic building-block approach in which the components of total return — income, growth and valuation — are forecast independently. We use a number
Sustainable investing has continued to grow at record pace. We believe one of the ways to generate value is to stick to long-term sustainable growth investing focused on the sustainable revolution underway in society. A growing number of companies and
Executive summary Global investors strongly prefer an active approach to ESG. Threequarters use active funds to integrate environmental, social and governance (ESG) issues more than double the proportion using passive funds and trackers. Rather than investing in funds that merely
One year after the discovery of anti-Covid vaccines, financial markets will soon have left (or slowly leaving) the pandemic behind. The economy has not. This is demonstrated by the numerous disruptions among supply chains, on labour markets or on commodity
The challenge of waste management has long been one of society’s primary challenges. Indeed, we can trace the origin of the waste management industry all the way back to the creation of the first municipal dump in Ancient Greece where,
Update – December 2021 Covid-19 with adverse and complex implications Tentative hopes of a foreseeable end to the coronavirus pandemic have been dashed again with new waves of Covid-19 raging in many parts of the world and the recent detection
Bedrijven uit opkomende markten maken steeds vaker gebruik van een innovatief type obligatie om hun inspanningen voor de groene transitie te ondersteunen. Van kustoverstromingen tot een mogelijke ineenstorting van de landbouwproductie, opkomende economieën zijn kwetsbaarder voor de gevolgen van de
We’re now seeing the economic consequences of shutting down the world and then hitting the restart button. As most economies re-open, demand for goods and services has largely recovered to pre-Covid levels, however supply chains have remained under stress. What
De transitie naar een meer duurzame voedselwaardeketen, ‘from farm to fork’, vergt innovatieve oplossingen. Dat opent een hele nieuwe wereld van opportuniteiten voor beleggers. ‘Voedselwaardeketens vormen de kern van veel van de milieu- en sociale problemen waarmee we vandaag worden
Duurzaam beleggen hoeft niet beperkt te blijven tot de lange termijn. Geldmarktfondsen kunnen ook ESG omarmen en beleggers helpen om duurzaamheid te bereiken in hun portefeuille. Milieu-, maatschappelijke en bestuurlijke factoren (ESG) in aanmerking nemen om risico's te verminderen en
SPECIAL COP26 The Conference of the Parties (COP) was established with the adoption of the United Nations Framework Convention on Climate Change (UNFCCC) at the Earth Summit in Rio de Janeiro in 1992. Since the first COP in 1995 headed
Recent trends – a clear focus on climate change UBS has been a pioneer in the sustainability ETF space since 2011, through a journey that has led us to become the second largest sustainable ETF provider in Europe, with 34bn
If the technology for making diabetes medicine hadn’t changed since the 1930s, today we’d need an area larger than the surface of the earth for raising pigs, harvesting insulin from their pancreases to help hundreds of millions of diabetics around
The Covid-19 pandemic has put the onus on health. Well-designed and well-serviced cities are a key piece of the puzzle. Smart cities aren’t just about robotics and futuristic design. To be truly smart, they also need to protect and promote
ICMA Quarterly Report It is a great pleasure to be able to communicate with you all for the first time and share some initial thoughts just one month into my appointment as the new CEO of ICMA. The last 18
Global Sustainable Outcomes: There’s only one way to summarise Q2: a world divided. In North America and Europe economic recovery exceeded expectations as successful vaccination programmes supported market reopening. Here in the UK we emerged from a bleak winter of
