Latest responsible investment thinking

To improve diversity, asset managers should rip up the rulebook on recruitment

21 Apr 2021

For too long, the investment industry has relied on staid recruitment methods that maintain the status quo. By doing things differently, we can improve diversity and future-proof our businesses, says Apiramy Jeyarajah.

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Home bias: The rise and rise of economic nationalism

20 Apr 2021

The new US president is prepared to carry the torch for a shrinking band of globalists, but the growing trend of economic nationalism will prove hard to reverse.

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Joana Setzer Q&A: On the climate litigation front line

9 Apr 2021

Joana Setzer from the Grantham Research Institute on Climate Change at LSE discusses the implications on governments and companies of the growing wave of climate litigation.

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Law and climate disorder: Understanding physical, transition and litigation risk

9 Apr 2021

Major listed companies are finding themselves the target of legal action designed to make them move faster towards a lower carbon world. These cases could mark an inflection point; when the conversation turns toward specific responsibilities to move away from fossil fuels rather than broad commitments to change.

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Living in the past: Why are controversy scores so controversial?

8 Apr 2021

Many investors use controversy scores as a filter to avoid firms whose damaging behaviour has hit the headlines, from human rights violations to environmental disasters. But these scores have serious limitations, making them an inadequate tool for investors who want to manage ESG risks and have a positive impact.

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Lean on me: How can bond investors influence government climate action?

25 Mar 2021

The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.

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Building a better world after COVID-19

18 Mar 2021

There is a growing consensus among companies, governments and electorates across the globe that the world after the pandemic should be greener. But how should we go about this?

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Podcast: A clear green premium

18 Mar 2021

Our Head of ESG, Ed Dixon, recently joined Blackstock Consulting on a PropCast episode to launch their new series of ESG insights with industry leaders. Together, they discussed how the government needs to be partnering with businesses to reach their climate pledges, how the “green premium” is yielding higher rents for eco-friendly offices, and much more.

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Cut it out! The complex quest to decarbonise heating

16 Mar 2021

More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?

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Is ‘purpose’ the new green? Pandemic exposes leaders and laggards in stakeholder capitalism

11 Mar 2021

In 2019, some of the world’s biggest companies pledged to look beyond short-term shareholder value and protect the interests of all stakeholders. The coronavirus pandemic has put these commitments to the test, says Mirza Baig.

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Outlook for auto giants unclear in an EV-driven future

10 Mar 2021

Investors are betting the likes of Tesla will win the race for sales of electric vehicles, but traditional carmakers and technology giants may have a say in who passes the chequered flag first.

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Can a shift in UK policy help make the ESG case for nuclear?

8 Mar 2021

The UK government says nuclear energy may have a vital role to play in cutting carbon emissions. However, more detail is needed to help investors assess nuclear technology’s ESG credentials, argue Darryl Murphy and Stanley Kwong.

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House View

A quarterly publication which encapsulates the thinking of our investment team.

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