Latest responsible investment thinking

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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Everybody wants one: Are sustainable bonds the new smartphones?

5 Mar 2021

The COVID-19 pandemic has highlighted the importance and fragility of the natural balance. As governments, companies and investors aim for a just transition, sustainable bonds are being issued at pace in different formats. Is it a fad, and do markets really need so many varieties?

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From crisis comes opportunity: What’s normal now?

2 Mar 2021

Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.

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Weather shifts and white elephants: How climate risk is moving the goalposts for emerging market investors

10 Feb 2021

Droughts and water shortages used to be associated with the world’s poorest countries. Now middle-income economies are suffering the effects of extreme weather too, with significant implications for investors, says Will Ballard.

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The COVID Nudge

28 Jan 2021

In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.

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Hot wheels: Cars, climate change and the great EV disconnect

25 Jan 2021

With traditional carmakers under intense pressure to cut emissions in the fight against climate change, investors are putting their money behind pure play electric vehicle producers. Alessandro Rovelli digs into the numbers to assess whether this trend is sustainable.

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Investing for impact in private debt to combat climate change

21 Jan 2021

Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.

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Building back better: The path to net zero

18 Jan 2021

While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a cleaner, safer and sustainable world?

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