The net-zero challenge
As more asset owners and managers commit to net-zero strategies, Roger Urwin outlines the challenges for investors including these additional tasks adding to the already stretched asset owner governance budgets.
As more asset owners and managers commit to net-zero strategies, Roger Urwin outlines the challenges for investors including these additional tasks adding to the already stretched asset owner governance budgets.
Global investors have overwhelmingly urged the SEC to provide corporate disclosure rules on climate. In submissions to the SEC many investors including CalPERS and CalSTRS said the rules should be mandatory.
Investors around the globe are stepping up their active ownership practices but CEO of PRI, Fiona Reynolds, argues that some regulatory proposals in the US and Australia could create ineffective and burdensome disclosure obligations on proxy advisors.
The proliferation of grand gestures of sustainability, such as net zero commitments, means manager due diligence is even more important and more intensive, according to global head of research at Willis Towers Watson, Luba Nikulina.
China is a simultaneous threat and an opportunity for investors. This discussion looks at how to navigate a worsening geopolitical situation and what it means for economic growth. Is the current course a steady state, or are big shocks, for the better or for the worse, possible and even likely? Geopolitical expert, Professor Stephen Kotkin, examines what lies ahead for investors.
The big difference between the vaccine rollouts and the scale of the stimulus measures across the world could result in a K-shaped global economic recovery, with much of the developed world booming but poorer countries continuing to struggle. However the