Car industry divided by race to zero

Charging your EV at home with a charging plug close up 3d rendering

Detroit’s car manufacturers risk Armageddon by s
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European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

The rise in government bond yields is being driven by higher policy-rate expectations and commodity supply concerns linked to the Strait of Hormuz, not fears of an imminent sovereign debt reckoning. Investors share how they are preparing for higher returns.

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Railpen positions for fiduciary future

Michelle Ostermann, managing director of investments at the £30 billion Railpen discusses the pension fund's continued evolution including ongoing organisational change, more assets in-house, a new investment decision making framework, and an increased allocation to private assets.

Robeco eyes new engagement portfolios

The future of active investment will be grounded in engagement. Robeco is in the process of designing new portfolios so the manager engages with every portfolio company. Engagement specialist, Peter van der Werf explains how engagement drives returns.

Companies actions at odds with purpose

Being a signatory to the Business Roundtable’s statement of the purpose of a corporation did not bear fruit when it came to a company’s responsiveness to COVID-19 pandemic and inequality issues, a groundbreaking new initiative has revealed.

AO talk manager selection and data gap

Discussing how they integrate sustainability across their portfolios investors at New York State Common Fund, PKA, and TCorp, highlight the importance of manager selection and the challenge of the data gap.

Prepare portfolios for tipping point

Political and social systems, like physical landscapes, have non-linear dynamics that suddenly reach tipping points after which there is no going back. Investors should ready their portfolios, urges Professor Cameron Hepburn, Professor of Environmental Economics at the University of Oxford.

Sustainability lacks global solidarity

Princeton University Professor of International Affairs, Stephen Kotkin explains why large global investors and multinationals can lead on sustainability but national governments fail.

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