Measuring Portfolio Alignment
This report is an excellent critical assessment of the strengths and trade-offs of the options available to measure the alignment of investments with climate goals and is an important contribution to the debate.
This report is an excellent critical assessment of the strengths and trade-offs of the options available to measure the alignment of investments with climate goals and is an important contribution to the debate.
This Net Zero America study aims to inform and ground political, business, and societal conversations regarding what it would take for the U.S. to achieve an economy-wide target of net-zero emissions of greenhouse gases by 2050.
This year’s edition of the World Energy Investment report presents the latest data and analysis of how energy investment flows are recovering from the shock of the Covid-19 pandemic, including full-year estimates of the outlook for 2021.
An opinion piece from Robert Armstrong, Financial Times: “We’ve got big global problems. I am a capitalist red in tooth and claw, but I just can’t see how financial markets have a meaningful part to play in solving these problems until citizens and governments act first and decisively.”
An opinion piece from Robert Armstrong, Financial Times: “My piece about Tariq Fancy and the case against ESG generated a great deal of mail. At least half of it was positive, mostly in the “thanks for pointing out that the emperor has no clothes” vein. A small minority made ad hominem attacks, which is even more encouraging for a journalist than praise.”
The sharp market falls triggered by the pandemic brought the longest recovery ever in modern finance to an abrupt end. But despite the turmoil unleashed by COVID, it has not wrung out the market excesses of the last 13-year cycle. It means another wave of corporate failures could appear on the horizon in a shorter timeframe than expected, and offer more opportunities for distressed debt investors, according to Victor Khosla founder of SVP Global.