Latest responsible investment thinking
-
Laggards, electric vehicles and energy storage: The outlook for the climate transition in 2021
15 Dec. 2020
Jaime Ramos Martin, portfolio manager of Aviva Investors’ climate transition strategy, and Rick Stathers, Aviva Investors’ climate lead, look at three themes that will shape the outlook in 2021.
-
How the US can lead on climate finance: A five-point plan for President Biden’s first year
14 Dec. 2020
The US went backwards on tackling climate change under President Trump. His successor Joe Biden must act quickly to make up for lost time, says Steve Waygood.
-
COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec. 2020
We select some of our key pieces of content in a year of unending drama.
-
The client lens: An interview with Faith Ward
19 Nov. 2020
Brunel Pension Partnership’s chief responsible investment officer discusses climate change, greenwashing and the urgent need to repair flaws in the financial system.
-
Navigating the path to net zero: An interview with Jill Rutter
12 Nov. 2020
There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.
-
Carbon capture: Solution or pipedream?
10 Nov. 2020
Reducing the amount of carbon dioxide in the atmosphere is becoming an increasingly urgent priority in the fight against climate change. Both new and established pathways to remove the gas are under scrutiny, as decision makers around the globe grapple with how to take the most effective action.
-
Real assets and net zero: Now for the hard part
29 Oct. 2020
There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.
-
Turn and face the change: How to invest dynamically in an uncertain world
21 Oct. 2020
Equity markets are slow to price in the implications of change. This creates opportunities for dynamic, style-agnostic investors to take advantage, argue Caroline Galligan and David Cumming.
-
Fit for the future: Unboxing ESG in real assets
5 Oct. 2020
Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.
-
The evolution of ESG: More than just a risk mitigator
21 Jul. 2020
Once dismissed as a virtuous endeavour that compromised investment returns, the ability to gain a more holistic view of risk by considering environmental, social and governance factors is increasingly appreciated by investors. We assess the evolution of ESG across asset classes, as well as its role as a risk mitigator and opportunity spotter.
-
Health first: Finding resilience in pharmaceuticals
2 Jul. 2020
COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?
-
COVID-19, comp and doing the right thing: Why corporate values have never been more critical
16 Jun. 2020
With annual general meetings now taking place virtually, shareholders, employees and suppliers have had to adjust to lockdowns. While some of the immediate impacts will be phased out with the opening of the economy, stewardship priorities and corporate values may change forever.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.