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?
The global energy transition is the transformation of the world’s energy supply, away from polluting sources such as coal, oil and gas, and towards renewables. We see this as a $120 trillion investment opportunity over the next 30 years. The driving forces behind this transformation include political factors, as the world intensifies its efforts to limit temperature rises to … [Read more...] about Why solar energy’s prospects look bright