Low-carbon and factor-based investing are two key trends in the global investment management industry. This paper investigates the impact of low-carbon screening on traditional market-cap-weighted…
Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report the authors introduce the concept of the Energy Return on Capital Invested (EROCI), focusing on the…
This paper by BNP Paribas AM examines where major markets such as China and India stand in their evolution. It also explores the scope for electric vehicles to develop in other global emerging…
