Subscribe | Log In

Featured

Partner Insights

Artificial intelligence is everywhere

The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of the technologies used to...

The evolving world of real assets

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.

Navigating Small Cap Opportunities with Rockefeller Asset Management

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,...

Atoms, Bytes & Genes

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...

Adjusting your investment approach to net zero

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.

Thematic Investments & Environmental Strategies

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...

The Impacts of COVID-19 on Emerging Markets Go Beyond Technology

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...

Vulcan Makes Zero Carbon Transportation Possible

A global shift in capital allocations is underway. Trillions of dollars are flowing into sustainable or green investments, as the ‘environmental, social and governance’...

Trading Permits

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!

Human Life: A Cost-Benefit Analysis

Healthcare is expensive and stubbornly inflationary, particularly in the US. Despite spending the most per capita on healthcare, the US underperforms all other developed...

#SustainableDisruptors

As growth investors, our nirvana is identifying the next disruptive winner which will dominate the future in the way that the likes of Amazon...

Don’t get ‘Amazoned’, warns Kames Capital

"From positions of high margins and returns earned via opaque pricing models or scale dominance, companies are staring at strategic dilemmas, as the costs...

Help! I’m being repressed!

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 Spin Behind Thematic Funds

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...