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
The world seems to be losing the battle to halt climate change. Economies and financial markets appear increasingly unprepared for the disruption that higher global temperatures will bring. Moreover, policies to limit rising temperatures do not yet appear to be fit for purpose. We believe 2020 and beyond will bring a new normal, with climate disruption triggering a … [Read more...] about Climate disruption: the new normal
Click on Image to access whitepaper … [Read more...] about Green bonds seeking new opportunites to invest in good
Alternative energy sources to fossil fuels have been around for many years. Wind, solar and tidal power have all been harnessed to a greater or lesser extent by numerous countries around the world. But we think that the transition to renewable energy is set to pick up speed rapidly and there are three reasons why: This simply has to happen. Climate change cannot be ignored … [Read more...] about Three reasons we’re at a tipping point for the transition to clean energy