Growth dynamics define sustainability
Will long-term GDP growth behave like bacteria in a petri dish or rabbits on a deserted island? The answer has implications for investors attempting to construct sustainable portfolios.
Oil crisis: Curb or catalyst to the green transition?
The blockage of the Strait of Hormuz has left the world facing another energy crisis and warning bells of a global recession are growing increasingly shrill. Ostensibly, the crisis could also push the energy transition back as governments and companies scramble to shoulder the cost of $100 per barrel of oil and prepare for higher
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AP4 chief targets yield, alternatives
The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.
Managers top owners on climate risk
The asset-management industry is still taking more active steps to address climate risk than asset owners are, an annual Asset Owners Disclosure Project benchmark report has found.
GPIF keen on stewardship
The $1.26 trillion GPIF fulfils stewardship duties by promoting engagement between its external asset managers and investee companies. Fund managers have stepped up their efforts in response.
Top US funds embrace stewardship code
A new set of US stewardship responsibilities for investors and a governance framework for listed companies, backed by some of the largest US-based asset owners and managers, is long overdue.
Don’t let distractions thwart ESG focus
Potential deregulation will tempt investors away from ESG strategies in 2017. But MSCI advises that physical risks and Asian transitions show the wisdom of staying focused on the long term.
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