Year in Review – 2023 Editorial, ESG, Innovation What were the topics that resonated most with our audience? We delve into the data of 2023 to find out Read More
The Data Centre Conundrum Asset Owners, ESG, Real Estate Data centres are interesting real asset investments, but if these assets don’t have an energy transition plan in place, then it becomes increasingly hard justify the investment, Ivanhoe Cambridge says Read More
Hydrogen, Scope Four and the Energy Transition ESG, Private & Alternative Markets The energy transition is not all about established forms of renewable energy generation. Hydrogen might not be competitive yet, but it will play a key role in a low carbon economy, Mirova says. Read More
Ambition to Action ESG, Opinion, Women in Finance Australia needs a simple and practical strategy that sets targets and roadmaps for the development of our critical minerals industry as the world transition’s to a net zero economy, JANA’s Suzy Yoon writes Read More
Climate Investments Need to Quintuple Asset Allocation & Strategy, ESG, Infrastructure Although last year, climate investments matched fossil fuel investments for the first time in history, the level of climate infrastructure investments needs to quintuple to reach net zero by 2050, BlackRock’s Charlie Reid says Last year, for the first time in history, climate infrastructure assets attracted as much capital as new fossil fuel investments. But […] Read More
Capacity and Climate Affect Allocations Asset Allocation & Strategy, Equities, ESG Capacity constraints and climate risks have started to impact how super funds allocate to Australian equities and small caps, JANA’s Jeremy Wilmot says Read More
Climate Change and the Economy Economics, ESG Climate scientists and investors could help each other in developing more granular models of the impact of climate change on specific areas. This is needed because the impact will be far greater than current economic models assume, Associate Professor Sarah Perkins-Kirkpatrick says. Read More
Economist Blasts Climate Risk Assessments ESG, Financial Crisis The impact of climate change on global economies has been grossly underestimated, economist Steve Keen argues. The impact of climate change on the global economy, and in extension investment portfolios, has been significantly underestimated due to problems with widely-used economic models that assess the impact of global warming on future gross domestic product (GDP) growth. […] Read More
Engagement Does Not Exclude Divestment ESG, Opinion Is engagement alone enough to ensure super funds’ investment portfolios are net zero by 2050? Divestments could still have a role to play, Bill Hartnett writes Read More
