Sustainable infrastructure investments are increasingly recognised as a cornerstone of economic growth, societal development, and environmental preservation. In a podcast hosted by NordSIP, Stéphanie...
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of the technologies used to...
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular economy, battery storage, hydrogen, and carbon capture. Head of Real Assets Karen Azoulay discusses the features and trends of this dynamic asset class.
The economic climate of the past few years, first bolstered by post-credit bubble quantitative easing, later depressed by pandemic lockdowns and escalating geopolitical tensions,...
Sustainable investors faced with an ever-expanding range of Environmental, Social, and Governance (ESG) factors and their associated metrics may sometimes find it hard to...
BNP Paribas Asset Management provides a useful handbook offering investors practical guidance to help calibrate their approaches so that they can contribute to meeting global targets for net zero greenhouse gas emissions.
As part of NordSIP’s new series of insightful interviews with sustainable investment experts, we meet Ulrik Fugmann, Co-Head and CIO of the Environmental Strategies...
As part of NordSIP’s new series of insightful interviews with sustainable investment experts, we meet George Crowdy, a fund manager at Royal London Asset...
New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behaviour.
by PATRICIA RIBIERO
Senior Portfolio Manager
Emerging Markets Equity
American Century...
A global shift in capital allocations is underway. Trillions of dollars are flowing into sustainable or green investments, as the ‘environmental, social and governance’...
Since the start of 2017 to end August 18, the LME spot cobalt price has approximately doubled (at the top, in March 2018, it was 290% higher than in January 17)! But wait, there’s another ‘green’ commodity which has offered even better returns. Carbon… or more specifically the carbon permits that are traded under the EU Emission Trading Scheme (ETS), are up 390% since the start of 2017. Boom!
Healthcare is expensive and stubbornly inflationary, particularly in the US. Despite spending the most per capita on healthcare, the US underperforms all other developed...
"From positions of high margins and returns earned via opaque pricing models or scale dominance, companies are staring at strategic dilemmas, as the costs...
Sustainability sceptics are usually concerned about investment ‘restrictions’. However, all active investors impose restrictions on their investments, it’s called an investment process. A zero...
The oil and gas majors would have us believe that they are transitioning into lower-carbon energy companies. How credible is this?
By Ryan Smith, Head...
In a solutions-based world we compete against many alternative ways to invest sustainably. Themed funds are one such way. They benefit from simple concepts, such...
With recent air pollution readings in Beijing exceeding levels judged as dangerous by the World Health Organisation, the Chinese government is now on a...