Climate

Are we facing a collapse of the Earth system? Listen to Jason Mitchell discuss with Professor Tim Lenton, University of Exeter, about the importance of climate tipping points.

How can asset owners and asset managers navigate the ESG labyrinth in the US? We survey the state of ESG regulations and evolving parameters of the public debate.

Listen to Jason Mitchell discuss with Amy Rose, Global Director of Litigation, Governance and Legal Services for ClientEarth, how the courts are reshaping climate action.

General Tom Middendorp, former Chief of Defence for the Netherlands and author of Climate General, shares how climate change is redefining security narratives.

Exclusion lists can lead to significant divergences from benchmarks. We propose a novel method for reducing this tracking error.

Tim Gould, IEA Chief Energy Economist, discusses the IEA’s latest World Energy Outlook report and the implications of the energy crisis.

There are five themes that will impact ESG in fixed income for the year(s) ahead: regulatory frameworks; economic realities; climate adaptation; biodiversity; and emerging markets.

From polarisation in the US to confusion over SFDR Articles in Europe, the investment industry risks forgetting what matters most in the ESG conversation – the client.

Biodiversity loss is set to significantly disrupt the world economy over the next decade. Despite the data and engagement challenges ahead, systematic and discretionary portfolio managers should not be deterred.

A warmer world doesn’t necessarily mean less energy demand for heating. In this paper, we explore the investment implications of a changing climate on businesses’ operational costs.

Scope 1, 2 and 3 are different ways to conceptualise a company’s greenhouse-gas emissions. Our research paper analyses their differences, their importance, and their potential impact in portfolio construction.

La Niña’s impact on the jet stream could spell relief for natural gas prices and other soft commodities; and has the Bank of Japan’s yield control failed?