The E in Epidemics

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    This week, we provide two insightful reads for the weekend (or any other time when you can pour yourself a good cup of coffee, sit by the window and enjoy a peaceful time). Then, of course, your usual news round up.

    In partnership with Aberdeen Standard Investments, Craigmore, Invesco and United Bankers, NordSIP arranged a round table discussion on the topic of sustainable Real Assets. From smart real estate to carbon sinking forests, from the circular economy to the European taxonomy and from patience to transparency; an intense discussion took place between the managers and our special guests, Alecta’s Johanna Strömsten Friberg and Polhem Infra‘s Peter Dahl.

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    The account of the discussion makes for an insightful read, for any real asset investor, of course, but also for the curious investment professional.

    As the world grapples with the health, economic and moral implications of the Coronavirus, we spent the last week talking with researchers, bankers and asset managers about what they think COVID19 means for climate-related investments and the Paris Agreement’s goals. Here is what Hens Steehouwer from Ortec Finance, Andrew Howard from Schroders, Andrew Parry at Newton Investment Management and Thomas Kansy, at Vivid Economics, had to say.

    In Stockholm, AP3‘s CEO, Kerstin Hessius has appeared in several media, warning against the economic destruction that the Coronavirus will unleash on the world. On a more positive note, the green bond market is still showing signs of life. Another way to navigate the tumultuous market is to use ultra-short ETFs, but only if it’s an ESG one! Luckily, BlackRock has just launched one. In another generous contribution, S&P Global is making all its research, reports, analytics, and data about the COVID19 outbreak freely available to the public.

    Unfortunately, the eagerly awaited TPI report this week on the state of the energy transition showed that over 80% of companies remain off track for a 2°C world! Meanwhile, we also noted this week in Norway the appointment of Nicolai Tangen as the new CEO of Norges Bank Investment Management.



    Image by Anastasia Gepp from Pixabay

    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA is Editor-in-Chief for NordSIP and Managing Director for Big Green Tree Media. She has 18 years of experience in the asset management industry in Stockholm, London and Geneva, including as a long/short equity hedge fund portfolio manager, and buy-side analyst, but also as CFO and COO in several asset management firms. Aline holds an MBA from Harvard Business School and a License in Economic Sciences from the University of Geneva.
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