The balance of power between Republicans and Democrats in the Senate will shape President‑elect Joe Biden’s legislative agenda, determining the extent to which he can push through tax increases and influencing the size and scope of spending associated with any pandemic relief and recovery packages. If Republicans retain control of the Senate—which would include the Senate’s … [Read more...] about Biden focus on regulation could have broad impact
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity. Regulatory actions for higher circularity are amplified by consumers opting for circular products. With ongoing innovations and technological advancements, prospects for de-materialization look better than ever. But how can investors … [Read more...] about Investing in the circular economy
Green bonds have been growing in popularity as a way to combat the negative effects of climate change across the globe. Similar to traditional bonds in structure, green bonds offer investors the ability to put their money to work in lessening greenhouse gas emissions. Major governments are now getting involved in this space—with European countries taking the lead. WHAT ARE … [Read more...] about Green bonds growing in Europe
Climate change and energy transition investments have generally performed remarkably well since the start of the Covid-19 crisis and the associated economic slowdown. We have identified seven trends that we think can help explain this resilience. At the same time though, the risks posed by the pandemic have not gone away as the crisis continues around the world. We are … [Read more...] about Seven reasons behind the resilience of “green” investments in the pandemic
Rather than being a luxury or an optional extra, our analysis shows that a focus on sustainability would have helped relative performance during the recent market turbulence. Our view of sustainable investing is that companies who treat their stakeholders fairly will see better share price performance than those who do not. There had been increasing market debate on this … [Read more...] about How have sustainable companies performed during the Covid-19 crisis?