Valuation and risk as the rhetoric-action gap on climate mitigation closes

In this live recording from Sustainability in Practice, hosted by Top1000funds.com at Cambridge University in April 2022, Professor Julian Allwood speaks with Colin Tate.

About Professor Sir Julian Allwood

Julian Allwood is Professor of Engineering and the Environment at the University of Cambridge. From 2009-13 he held an EPSRC Leadership Fellowship, to explore Material Efficiency as a climate mitigation strategy – delivering material services with less new material. This led to publication in 2012 of the book “Sustainable Materials: with both eyes open” – listed by Bill Gates as “one of the best six books I read in 2015.”

Julian was a Lead Author of the 5th Assessment Report of the Intergovernmental Panel on Climate Change (IPCC) focussed on mitigating industrial emissions. Amongst others, he was elected as a Fellow of the Royal Academy of Engineering in 2017.

From 2019-24 he is director of UK FIRES – a £5m industry and multi-university programme aiming to explore all aspects of Industrial Strategy compatible with delivering zero emissions by 2050. ‘Absolute Zero’, the first publication of UK FIRES attracted widespread attention including a full debate in the House of Lords in Feb 2020, and has led to a string of other reports, research and impact.

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Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

In the latest episode of the Fiduciary Investors Series, Liao spoke with Top1000funds.com Asia Pacific correspondent Darcy Song on why the convergence of innovation, demographics and improving shareholder returns makes Asian equities an increasingly compelling diversification trade for asset owners navigating a geopolitically fractured world.

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Energy markets post-COVID, amid a conflict and in a decarbonising world

Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this

Special guest speaker: Professor Sir David King

In this live recording from Sustainability in Practice, hosted by Top1000funds.com at Cambridge University in April 2022, Professor Sir David King speaks with Amanda White.

Climate policy key to balancing incoming economic shocks

The methods central banks use to predict inflation are breaking down, and world governments will need to look beyond monetary policy and incorporate fiscal and climate policy levers to balance fragile economies, according to renowned economics professor Warwick McKibbin.

Sustainability: From inception to mainstream

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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.

A post-COVID economy

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

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