ESG
Deforestation: Seeing the wood for the trees

Janus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Read MoreInvesting for a Better Tomorrow

As Platinum’s Liam Farlow and Jodie Bannan write, while governments and corporations are leading the way on the ESG front, consumers and investors have a role to play too.
Read MoreClean Energy Back to Black

Global clean energy stocks have risen sharply in the past few weeks with Russia’s war against Ukraine transforming into a global energy war. VanEck’s Alice Shen takes a closer look.
Read MoreWhy Does My Green Fund Look Dirty?

When it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.
Read MoreFour Counterpoints to ESG Investing Critics


Recent prominent media articles have criticized sustainable portfolios for being ineffective as agents of change. Dan Roarty from AllianceBerstein thinks the critics have missed the point.
Read MoreCarbon Capture: Early Days of a $1 Trillion Industry?



As Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreAdobe: Inspiring digital creativity and sustainability


Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreClean Energy Still Has Spark


Share investors have been experiencing a market selloff and clean energy is one sector that has been impacted more than others. VanEck’s Russel Chesler looks at why this might be.
Read MoreCostly Sins of the Fossil Fuel Father Bite ERA


As Energy Resources of Australia is finding out the hard way, it’s not the production and selling costs involved with mining fossil fuels that catch you in the end, it is the rehab costs.
Read MoreThe Implications of a Heating World


Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?
Read MoreWHEB’s Approach to Biodiversity


Somewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.
Read MoreOutlook 2022: Sustainable Investment


Sustainable investing is maturing – and so are the policies, disclosures and debates that surround it. Andrew Howard from Schroders takes a look into what this means for investors.
Read MoreOpportunities in the Energy Transition


As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.
Read MoreSustainability May Be Problematic for Some


Rob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.
Read MoreClimate Change: The Commodities Dimension


As the effort to slow climate change gains momentum, the relationship we have with commodities will be affected in wide-ranging ways—some more obvious than others.
Read MoreNet Zero: The New North Star


Stephanie Maier from GAM Investments discusses the increased commitment to tackling climate change following COP26 as it becomes clear immediate action is imperative.
Read MoreAn Active Bet on Emissions Reductions in Energy Sector



ClearBridge Investments’ Sam Peters explains why his firm sees opportunity in the energy sector where it believes it is possible to witness adaptive change and be rewarded for it.
Read MoreAcquiring a Taste for Climate-Friendly Food


Agriculture is changing as it adapts to climate change, with the development of more planet-friendly processes having a growing impact.
Read MoreCOP26: Reflections, responsibility and legacy


In the aftermath of COP26, Janus Henderson’s Kelly Hagg provides some perspective on the key developments and what they could entail for the asset management industry.
Read MoreGreen Hydrogen Central to Net Zero Plans


Plenty of countries are hyping “Green” Hydrogen as a key pathway to net-zero emissions. But for that to happen, Magellan’s Michael Collins argues, a cost disadvantage needs to be overcome first.
Read MoreWhy ‘Negative Screens’ are Bad ESG


While Platinum recognises that, from an economic viewpoint, BHP’s sale of its petroleum assets makes sense, they are at something of a loss to understand how it is a positive outcome in an ESG context.
Read MoreHow ESG Helps Make Us Better Value Investors



Sebastien Mallet, portfolio manager with T. Rowe Price, explains some of the advantages of incorporating ESG factors into company analysis and how it makes his firm better investors.
Read MoreWe Can’t Afford a COP-Out 26



Janus Henerson’s Adrienn Sarandi outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming and climate change.
Read MoreSustainability: The biggest megatrend of 2022 and beyond


Schroders portfolio managers Simon Doyle, Stuart Dear and Martin Conlon discuss how professional investors are constructing their portfolios and integrating ESG considerations into their investment processes.
Read MoreClimate Investing: The inconvenient truth


As we approach the COP-26 climate summit in Glasgow this week, we as investors know what to do about climate change, and that it means addressing some inconvenient questions.
Read MoreRBNZ to Ditch Bonds of High-Emission Countries


The Reserve Bank of New Zealand said in a statement on Tuesday that it intends to cut its holdings of bonds issued by big carbon emitters such as Australia and Canada in coming years.
Read MoreThe Journey to Net Zero


If we want to live up to the admirable ambition from both corporations and governments of achieving the target of net zero carbon emissions, we have a long way to go, and we need to get a move on.
Read MoreNZ Throws Down Gauntlet on Climate Change


So what will Australia’s four biggest banks and major companies do now after the NZ Parliament passed a law last week making reporting on climate risks mandatory in two years’ time?
Read MoreRio Accelerates Emissions-Reduction Agenda


Rio Tinto has announced that it will triple its climate ambitions by aiming to cut slash emissions by 50% by 2030 at a cost of at least $US7.5 billion (more than $A10 billion) over the next eight years.
Read MoreRBA Acknowledges Climate Change Risk


RBA deputy governor Guy Debelle told a finance conference yesterday that climate change was a “first-order risk” to the system, with broad-ranging impacts on Australia including households and businesses.
Read MoreFive Hydrogen Stocks to Know About


As the world moves away from fossil fuels, hydrogen is receiving a lot of attention from investors and governments. But what are some hydrogen companies, and what do they do?
Read MoreVanadium Set for Strategic Role in the Energy Transition


Corporate Connect analyst Lawrence Grech has today released a report on Australian mineral processing technology company TNG Limited, project developer of the 100% owned Mount Peake Project in the NT.
Read MoreESG: Driving Change and Generating Alpha


The focus on investing through an ESG lens has intensified. But, as Antipodes’ Alison Savas argues, it’s not as simple as buying stocks with ‘green credentials’, or divesting those with poor backward-looking metrics.
Read MoreBanks Trump Political Hot Air with Wind Farm Deal


Five major banks have shown up Resources Minister Keith Pitt by organising the retrospective investment of $280 million into a huge wind farm and battery hub in north Queensland.
Read MoreFinding Defensive Stocks Ripe for Recovery


Defensive stocks are often misunderstood. Innovation often goes unappreciated. But AllianceBernstein believes the disconnect between resilient businesses and share prices is unsustainable and ripe for reversal.
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