Climate Scenario Analysis for Equities Equities, ESG, Webinars Realistically, energy transition will be uneven across sectors and geographies. Because the politics of climate mitigation varies considerably across the major economies, and abatement opportunities vary significantly across sectors, the transition is likely to proceed at different rates. Read More
ESG Works Differently in Private Equity ESG, Private & Alternative Markets How do you apply ESG to a portfolio without assets? That is a dilemma that investors in private equity face. We speak to LGT Capital Partners’ Tycho Sneyers about the key aspects of ESG implementation in private equity. Read More
Counting Carbon is Not Enough ESG Investors need to make a clear distinction between the carbon footprint of a company and its susceptibility to risks stemming from a transition to a low carbon economy, Willis Towers Watson says. Read More
Gold through an ESG Lens ESG, Financial Crisis, Private & Alternative Markets As the energy transition starts to pick up pace, decarbonisation is quickly becoming a key focus for many institutional investors. We speak to the World Gold Council about the role gold can play in this process and where gold sits in a broader ESG framework. Read More
Beware of Profitless Growth Equities, ESG The energy transition lifted many boats in the years before the outbreak of the global pandemic. But not all companies are able to translate this growth into greater profitability. We speak to T Rowe Price’s Hari Balkrishna about the dangers of profitless growth and look at how impact investing can be applied to global equities. Read More
MAS: Walking the Talk Asset Owners, ESG, Risk and Regulation Dan Purves speaks with Rui Xiong Kee, Executive Director of the Reserve Management Department at MAS about how climate change might affect the portfolio. Read More
Pricing Climate Risk ESG, Risk and Regulation, Webinars Climate risk will increasingly be reflected in market prices, leading to a potentially dramatic repricing across asset classes, sectors, companies and individual securities. The real question is whether the transition will be an orderly one ushered in by government measures and gradual market adjustments, or an abrupt, sharp decline in market sentiment triggered by a series of climate “Minsky moments.” Read More
The Relativities of Climate Risk Asset Owners, Chief Investment Officers, ESG Unisuper CIO John Pearce speaks to [i3] Insights about the fund’s approach to assessing climate risk using a shadow carbon price. Read More
Climate Activism – Real Impact or Greenwashing? Editorial, ESG Engine No 1’s victory in the proxy war against oil giant ExxonMobil has been lauded as a momentous milestone for climate change activists and ESG investors. But critics remain sceptical about the motives Read More
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