ESG

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

Rob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.

Stephanie Maier from GAM Investments discusses the increased commitment to tackling climate change following COP26 as it becomes clear immediate action is imperative.

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.

Agriculture is changing as it adapts to climate change, with the development of more planet-friendly processes having a growing impact.

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.

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.

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.

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.

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.

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.

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.

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.

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.