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Why real estate investors can forge ahead in quest to cut emissions
Real estate investors are in prime position to cut emissions with the support of benchmarks and standards and a collective voice.
ESG now needs to prove its worth, argues ESG champion and historian
Sustainable investment needs to be defended from external attack as questions are raised about how much change it is actually achieving argues David Wood, director of the Initiative for Responsible Investment at the Harvard Kennedy School.
A new route to minimising volatility
Defensive equity investment strategies are nothing new, but a key issue with many is that defensive does not necessarily mean low volatility. Scientific Beta looks at a strategy to target both goals, using robust low volatility controls to create a new defensive index for the volatility-averse investor.
Investing in the backbone of the future energy system
Power prices will not fall to zero in a world of renewables and renewable energy generation ebbs and flows require smoothing and investment in new technologies according to experts on renewable energy. Gas will be in the system longer as a bridge fuel, and investors should also explore opportunities in construction-ready or operational fixed-price renewable
Australia’s climate emergency
In the midst of the worst bushfires in Australia’s history, CEO of the PRI, Fiona Reynolds, an Australian living in London is calling on investors to play a leading role in encouraging governments to be ambitious in their climate policy.
Investors miss emerging opportunities post-crisis
The financial crisis and subsequent fiscal adjustments and deleveraging in developed markets has enhanced the case for emerging market investing, says global investment strategist and specialist in emerging markets at State Street Global Advisors, George Hoguet, but investors are not taking advantage of the complete opportunity set.
OTPP: Prepare for tough times ahead
Canadian pension fund OTPP’s chief economist forecasts tough times ahead: COVID spending has papered of the cracks of existing problems; it yields nothing but there are few alternatives to fixed income and inflation is on the way
Oregon makes fees work
The $77. 3 billion Oregon Public Employee Retirement Fund has continued to achieve top decile returns at the same time as de-risking and reconstituting half its giant portfolio.
Linda Gruendken: Cycling in Cambridge and the randomness of markets
I chat with Linda, the lead scientist from GAM Systematic CANTAB, and recently named as one of the top 50 women in the hedge fund industry. We have a fascinating conversation about the difference between quant and systematic approaches, and the vast uncer
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