ESG

It is clear that ESG is more than a buzzword; ESG considerations are influencing more investment decisions by the day, but many are naturally questioning what impact they are actually having. Real estate and other real assets have naturally been a focus of both the US government and European Union’s fiscal stimulus policies in response…

Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”, according to Fidelity investment director Tom Stevenson. Stevenson likens the obsession with ESG to the popularity of the “Nifty 50” – stocks like Kodak, IBM and Xerox – in the 1970s and…

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The piece, penned by Kerry Craig, Ian Hui and Gareth Lam, offers a detailed analysis of what may be one of the most popular ‘reflation’ trades occurring at the present time. One would struggle to…

The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP Morgan Asset Management. Companies that can achieve climate-based technology solutions are set to be the “biggest beneficiaries” of any new environmental initiatives, with autos in the hot seat as one of the most…

US$429 billion* multi-asset manager Neuberger Berman is ramping up pressure on both sides of capital markets with its NB Votes campaign. The group, which was founded eight decades ago, is adopting a more transparent and potentially powerful approach to ‘engagement’ with the companies in which they invest client’s money. In a recent paper prepared by…

Australia’s longest standing responsible investment firm, Australian Ethical, recently combined with research house, Investment Trends, to survey investors on their ESG views. The survey covered 2,854 investors and 321 financial advisers, all of whom are based in Australia. Despite the growing popularity of ESG strategies and headlines being dominated by “green-focused” policies in the US…

Specialist equity manager Perennial Value Management last week announced the launch of a dedicated investment unit or ’boutique’ within their growing stable of high performing strategies. The group launched Perennial Better Future, a new business that will focus solely on developing and managing the group’s ESG strategies. The group, which managed the Better Future Trust,…

The Inside Network’s inaugural ESG Masterclass welcomed leading financial advisers and subject matter experts across the responsible and ESG investment spectrum to discuss the biggest issues facing investors. With delegates encouraged to have input throughout the discussion, the unique format offered an opportunity to gain a ‘temperature check’ on the issues that are most important…

Following on from the Inside Network’s ESG Masterclass recently, specialist investment manager Martin Currie is fast becoming a climate change leader, through its active ESG investing approach, together with a series of new initiatives that were announced yesterday. These initiatives have significantly enhanced the company’s analysis of environmental, social and governance (ESG) factors. Martin Currie…

Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was evidenced by the substantial turnout at the Inside Network’s inaugural ESG Masterclass last week. Rarely does a week go by without another product being issued, or scandal occur. The sector remains difficult to navigate, with…

This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers from the sector, to engage with and discuss some of the biggest problems humankind is facing, and the role of investors and advisers in contributing to a more sustainable economy. Hosted by Giselle Roux,…

According to think-tank Climate Bonds Initiative, green bonds were created to fund projects that have positive environmental or climate-related benefits. They typically fall into the basket of “use of proceeds” bonds where the capital raised is earmarked for green projects, but remain secured by the issuer’s entire balance sheet. Calvert Research & Management, an Eaton…