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    THE LAUNDROMAT

    Miami Vice

    Stockholm (NordSIP) – With Sultan Ahmed al-Jaber, the CEO of the Abu Dhabi National Oil Company at the helm for the upcoming COP28 climate conference in Dubai, and fossil...

    INTERVIEWS

    THE SNAP

    How to Prioritise

    Who should live and who should die sounds like a decision reserved for God(s), not an actual dilemma that any of us mere mortals should face. Well, during the...

    Legal Action

    The budding season might be hard to detect in a depressingly grey and icy Nordic landscape, but for the youthful activists of the Swedish Aurora group, springtime arrived with...

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    NORDSIP INSIGHTS - LISTED IMPACT ROUND TABLE

    Most professional investors are used to looking at their global equity portfolios through a couple of convenient prisms. Sectors and regions have long been the preferred frameworks for allocating money. How do sustainable themes fit into this traditional equation? And is it time, perhaps, to look at allocating money in a more holistic way? In the spirit of shaking things up and exploring the whys and hows of investing in thematic equity strategies, we gathered representatives from three Swedish institutional asset owners alongside two specialised asset managers for an intellectually stimulating (and delicious) lunch in Stockholm.

    While savouring the first course, we tried to dissect the recipe that makes a great thematic strategy, magic ingredients and all. As always, tastes seemed to differ, with some of the guests preferring purity and others opting for mixing things up in a multi-thematic approach.

    The discussion heated up as the main course was served. There was a healthy appetite for private market thematic investments among asset owners who were keen to debate equity strategies’ potential impact. Offering some juicy arguments, the thematic managers were quite persuasive in demonstrating the various ways they could add value.

    From dedicated biodiversity-themed products to new bikes, dessert offered plenty of original thematic thoughts. It may take more than lunch to change the global allocators’ prisms but it certainly isn’t difficult to see how a thematic approach can lead to sustainable and profitable investments.

    LATEST EVENTS

    SUSTAINABLE BONDS

    Why We Won’t Be Seeing Banks Issue SLBs Any Time Soon?

    Stockholm (NordSIP) - This week, NordSIP covered the launch of Nordea's new set of bonds tied to its Sustainability-linked loan portfolio. The transaction was...

    Nordic Sustainable Bond Market Bucks Global Trend in 2022

    Stockholm (NordSIP) - The difficult economic conjuncture that dominated financial markets in 2022 couldn't avoid but to spill over onto sustainable fixed income markets, be they green, social, sustainability or sustainability-linked (GSSS) bonds. With high inflation and rising interest rates, global sustainable bond issuance...

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    THE WEEK IN GREEN

    LATEST RESEARCH

    Food Systems: 6 Actions for Investors to Take Now

    Stockholm (NordSIP) – The global food system accounts for more than a third of total greenhouse gas (GHG) emissions.  It also greatly affects the...

    Climate Transition Plans Lack Clarity

    Stockholm (NordSIP) – CDP (formerly the Carbon Disclosure Project) has been gathering environmental data from asset owners, companies, regions and municipalities for over two...

    Best and Worst ESG Managers Revealed

    Stockholm (NordSIP) – There is no longer any excuse for poor ESG performance from asset managers.  ShareAction’s latest benchmarking report reveals winners and losers...

    Future Gazing – ESG Themes for 2023

    Stockholm (NordSIP) – International ESG data and analytics provider ISS ESG has compiled its top ESG themes for 2023 in a newly published Actionable...

    Cleantech Supply Chain Issues Threaten Transition

    Stockholm (NordSIP) – A new report from the International Energy Agency (IEA) highlights some of the potentially serious supply chain risks as the world...

    Positive Tipping Points to Boost the Transition

    Stockholm (NordSIP) – Tipping points are normally associated with the very worst-case climate scenarios, for instance the potential weakening of the Atlantic Meridional Overturning...

    NORDSIP INSIGHTS - HANDBOOKS

    NORDSIP INSIGHTS - IMPACT INVESTING HANDBOOK 2022

    Navigating Towards Net Zero – Round Table Insights

    Over the last eight years, the Paris Agreement and the spirit of it have galvinised businesses, investors, regulators and policymakers to focus their efforts...

    Thematic Strategies – Round Table Insights

    Most professional investors are used to looking at their global equity portfolios through a couple of convenient prisms. Sectors and regions have long been...

    Decarbonising Fixed Income Portfolios – The Heart of the Matter

    Based on Research by Zarina Nasib, Senior Product Manager, Sustainable Investment & Alan Meng, Sustainable Fixed Income Research Lead, FTSE Russell

    Investing in Engagement, Income and Avoiding Defaults

    An interview with Christopher Kocinski, CFA, Co-Head of US High Yield & Senior Portfolio Manager, Neuberger Berman

    NORDSIP INSIGHTS - VIDEO

    Maximising Impact of Article 9 Funds

    In recent years, the EU has launched some truly innovative and ambitious regulatory initiatives, from the EU Taxonomy, to the SFDR and MiFID II, all seeking to channel capital flows toward sustainable investments. As with all pioneering projects, however, it takes time and expertise to translate the interlinked regulatory...

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