Latest responsible investment thinking
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On target: Why SBTs trump net zero at changing behaviour
28 Mar. 2023
Investors must push companies to play their part in tackling the climate crisis by adopting science-based targets, argues Rick Stathers.
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Shifting tides: Can we clean up forever chemicals?
27 Mar. 2023
Litigation is mounting, regulation is tightening, and 3M will exit the production of PFAS. Will others follow suit, and can we remove PFAS and other forever chemicals from our drinking water?
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The investment implications of peak fossil fuels
24 Mar. 2023
Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.
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Climate adaptation and resilience: Preparing for a warmer, wilder world
22 Mar. 2023
Millions of hours have been spent negotiating net-zero targets, but many human-led climate impacts are already locked in. Our credit and equities portfolio managers explain where they see opportunities in solutions providers that will help society adapt for the new reality.
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Engaging on neurodiversity: What can be learned from other DE&I initiatives
10 Mar. 2023
Many diversity, equity and inclusion initiatives have seen improvements in recent years, but neurodiversity has not progressed at the same pace. Abigail Herron explores what can be applied from other successful DE&I campaigns to put neurodiversity firmly in the spotlight.
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Gas versus renewables: Does natural gas have a future?
8 Mar. 2023
The war in Ukraine has thrown up huge uncertainties around the role of gas in the energy system. Experts from our credit, ESG and real assets teams discuss the implications for traditional energy and renewables companies.
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To build or not to build, that is the question: Decarbonising the built environment
28 Feb. 2023
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
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Pragmatism, policy and pace: An interview with Julie Hirigoyen
20 Feb. 2023
The chief executive of the UK Green Building Council sets out her blueprint for a net-zero-aligned property and construction industry. Words by Miles Costello.
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The economics of renewables: Challenges and solutions
10 Feb. 2023
Meeting 2050 net-zero targets will require adding renewable energy capacity at scale and speed. Can it make financial sense, or will we need to rely on our commitment to do the right thing?
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Our annual letter to company chairpersons
6 Feb. 2023
Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.
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Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan. 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
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Charging up: Batteries and the fight against climate change
5 Jan. 2023
Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.
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