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    GRAPEVINE

    THE LAUNDROMAT

    How to Earn $100 Billion in Just 12 Months

    Stockholm (NordSIP) – “Creating sustainable solutions that improve quality of life and meet society’s evolving needs.”  Who would have thought that ExxonMobil had such a dark sense of humour. ...

    INTERVIEWS

    THE SNAP

    Offsetting Consequences

    By any standard, the beginning of this year has been tough on carbon offsetters. First came the damning article in the Guardian, revealing the results of a months-long investigation into...

    Europe’s Sulking

    Rumour has it that cowboys from the Wild West are roaming the European green fields these days, stealthily poaching our most eligible native clean tech heroes and luring them...

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    LATEST NEWS

    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...

    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.

    WHAT ELSE YOU SHOULD KNOW

    In Focus: Emerging Markets

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    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...

    Nordea Launches New Bond Tied to SLL Portfolio

    Sockholm (NordSIP) - Following the publication of a its new Sustainability-Linked Loan (SLL) Framework at the end of the second quarter of 2022, Nordea...

    ECB Proposes Climate Policy Paradigm Shift

    Stockholm (NordSIP) – Inflation was one of the dominant themes of 2022 and looks set to remain on top of investors' agenda in 2022. However, tackling inflation while holding steadily onto the sustainable investment agenda is not always clear, particularly given the hurdles inherent...

    ASSET OWNERS & FUND SELECTORS

    FUND LAUNCHES

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    THE WEEK IN GREEN

    LATEST RESEARCH

    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...

    Facing Up To The Polycrisis

    Stockholm (NordSIP) – Language needs to adapt to unprecedented situations, hence the rise in the number of neologisms over the last few years.  Hans...

    UBS Lunch Returns to Stockholm with FI Insights

    Stockholm (NordSIP) - On Thursday, November 10th, UBS Asset Management held its UBS ETF European Investment lunch at Grand Hotel in Stockholm, following a...

    Article 9 Funds Still Falling Short

    Stockholm (NordSIP) - Since the launch of the EU's Sustainable Finance Disclosures Regulation (SFDR) in March 2021, fund managers have started aligning their product...

    NORDSIP INSIGHTS - HANDBOOKS

    NORDSIP INSIGHTS - IMPACT INVESTING HANDBOOK 2022

    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

    ESG Factors Under the Spotlight

    by Lior Jassur, DBA, Director Fixed Income Research – Europe Peter A. Goves, Fixed Income Research Analyst Annalisa Piazza, Fixed Income Research Analyst & Carl Ang, Fixed Income Research Analyst

    NORDSIP INSIGHTS - VIDEO

    Net Zero Transition: A Historic Investment Opportunity

    Sustainable investing tended to be associated with negatives like avoiding negative externalities by excluding certain stocks and sectors. However, this picture has changed and now focuses more on the positives. We are looking at the why and how of transition investing and asset owners that have committed to net...

    In Focus: Real Assets

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    Real assets: don’t let current conditions undermine your long-term success

    Eric Cooperström, Managing Director, Impact Investing and Natural Climate Solutions
    Christoph Schumacher, Global Head of Real Assets, Private Markets
    Manulife Investment Management

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    In Focus: Net Zero

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    NORDSIP INSIGHTS - VIDEOS