Private credit will play a vital role in accelerating the transition to a low-carbon economy.According to Rob Horn, global head of the Blackstone Credit Sustainable Resources Group, this role is set to get a whole lot bigger. Horn believes that credit will eventually supply as much as 60 per cent of the estimated $100 trillion needed to decarbonise economies around the world providing for a particularly attractive investment opportunity for private credit. An opportunity to drive attractive risk-adjusted returns, while potentially improving societal outcomes. In this exclusive fireside chat with Fiona Reynolds, chief executive of Conexus Financial and former head of the UN-supported Principles for Responsible Investment, Horn outlines Blackstone’s view on energy transition as a key investment theme for the firm; its approach to sustainable finance; and what is needed to encourage more institutional investors into this rapidly evolving space.
Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.
The One Planet Sovereign Wealth Fund Working Group has published a framework to help large investors make climate-change analysis a part of their decision-making, for better long-term allocation.
Whether to divest from sensitive or controversial investments such as firearms can be a difficult call for fiduciaries, and making it doesn't put an end to the tough choices.
The European pension fund has been increasing allocations to China A-shares and to Chinese bonds. The fund is managed primarily in-house and has crafted bespoke indices for ESG integration.
Investors seeking to link the UN Sustainable Development Goals to their strategies can reduce tropical deforestation associated with agricultural commodities by influencing portfolio companies.
There is a rational basis for not putting assets into handgun producers but emotions and politics cloud the issue. Judging the case on facts and figures, not dogma, makes the choice clear.
Ten Ideas to Foster Long-term Investing is the last of three related papers. The trilogy offers concepts and actions for pulling away from short-term thinking. Here are some of the key steps.
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