Latest responsible investment thinking
ESG focus: Sustainability under Brazil’s strongman
7 Jun 2019
Brazil’s President Jair Bolsonaro may threaten to roll back important environmental policies protecting the Amazon, but companies – and investors – don’t have to follow suit.
ESG gets physical: The role of real assets in creating a sustainable future
4 Jun 2019
Physical assets, particularly infrastructure and real estate, have a critical role to play in facilitating the transition towards a more sustainable economy and a greener world. As ultimate asset owners, investors are deeply engaged in the issues, and incorporating environmental, social and governance (ESG) considerations is a fundamental part of an asset manager’s duty to their clients.
Cool off: Could proposed Dutch legislation diminish corporate accountability?
19 Mar 2019
Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains.
ESG focus: China's green mission
11 Mar 2019
China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?
The future of energy: Peak oil and the rise of renewables
28 Feb 2019
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
Plastic (not so) fantastic
23 Jan 2019
The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing for change.
ESG focus: Malaysia’s chance to clean up
17 Jan 2019
As the fallout from the 1MDB continues, and Mahathir Mohamad returning to power on an overly ambitious reform agenda, it is easy to be sceptical about Malaysia’s ESG credentials. But as Stanley Kwong explains, the reality is far more nuanced.
Sustainable investment needs a helping hand from regulators
9 Nov 2018
Steve Waygood explains how insurers, policymakers and regulators can work together to manage the risks associated with climate change and encourage sustainable investment.
Conscious decoupling: GDP and environmental sustainability
7 Nov 2018
As economist Kenneth Boulding once put it: “Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist". Some economists have indeed argued it is possible to ‘de-couple’ economic growth from environmental damage.
Director or dictator ?
7 Nov 2018
If Google or Baidu didn’t exist, would we have search engines? If Mark Zuckerberg hadn’t dreamt up Facebook in his dorm room, would we have social media platforms?
Ethics and Alpha
7 Nov 2018
In search of clarity, we set out to provide a wayfinding tool for investors by trawling through the academic literature, interviewing the experts and contrasting the theory with reality. And while our focus is on equity markets, we also touch on some of the key factors to consider in fixed income and real assets.
7 Nov 2018
GDP: a wealth of meaning is crammed into those three letters. Gross domestic product is our principal index of economic welfare. It is the subject of conferences and hand-wringing editorials. It is the metric by which the success or failure of government policy is judged.