ESG

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.

Like many other ESG issues, tax also tells you a lot about management quality and about how the senior leadership sees the world. Ted Franks from Pengana Capital explains why.

The industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. Russell Investments explore what climate risk metrics are and how they are used today.

In recent years there has been a large increase in the number of ESG related investment products on the market, fueled by increasing demand from consumers who are more aware of where they are investing their money.

In his regular column, Tom Stevenson from Fidelity breaks down hot topic Environmental, Social and Corporate Governance – ESG – and asks the question: fad? or future?

Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.