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Investment Management
The time is now to add real estate securities to your portfolio
Favourable valuations along with solid earnings and dividend growth support the case for real estate securities.
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Investment Management
EU raises bar for using ESG-related terms in fund names
Large numbers of funds will be impacted by the new ESMA guidelines on ESG and sustainability-related terms in fund names.
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Financial Advice
Rethinking decarbonisation growth trends
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the biggest structural-growth opportunity in a generation.
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Financial Advice
Decarbonising industry and agriculture, one microbe at a time
Novozymes manufactures enzymes for a wide range of commercial applications, with one thing in common: they all contribute to decarbonisation, by improving yields, increasing energy efficiency or reducing...
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Financial Advice
Three trends that support the case for natural capital investment
Population growth, supply constraints for forest and agricultural land, and demand for scalable climate solutions mean the time is ripe for natural capital investment.
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Investment Management
Can sustainable investing be feasibly measured?
Innovations and cutting-edge solutions can ensure that the blue economy's financial tides are turning towards a better future.
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Financial Advice
What risks are you taking in renewable energy?
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles.
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Investment Management
What happens to waste in a circular economy?
Waste is but a lack of imagination - much of what we throw away today has value and can be reused.
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Financial Advice
Is ESG in China a hidden opportunity?
For the committed, long-term investor, it is entirely possible to achieve sustainable growth which can help achieve the UN SDGs, while addressing China’s social and environmental challenges.
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Financial Advice
Higher interest rates have made all the difference in renewable energy
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles.
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Financial Advice
Why invest in a biodiversity champion?
Biodiversity champions stand to benefit from the exciting multi-year trends and regulations which underpin the team’s investment thesis.
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Financial Advice
The structural growth opportunity of a lifetime
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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