Towards a Greener Future, or Back to the Old Economy?

ESG and Sustainable Investing in the face of scepticism

A greener economy remains a far-fetched promise for some allocators. ESG and Sustainable Investing continues to be under scrutiny. In recent weeks, investors have witnessed massive ESG fund downgrades, and a growing number of commentators are suggesting that this way of allocating capital is just a passing trend. But is this scepticism justified?

Carbon Assets: Category Growth, Strategies And What Comes Next (State Street)

Demand for carbon assets is projected to continue growing in the years ahead. Alongside opportunities there will also be risks to avoid.

Podcast: Culture Wars – Rising Above The Politicization Of ESG (MFS)

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This engaging conversation sheds light on the role of ESG in capital allocation. The key question is: "How do we rescue ESG from the culture wars?"

Why The Energy Transition May Be Faster Than You Expect (Baillie Gifford)

The world’s growing demand for energy, and concerns over climate change, are driving the need for renewables and related low-emission technologies.

Mass Timber: Wood Buildings As A Climate Solution (Nuveen)

Mass timber is a sustainable technology which is growing in demand. For example, in the U.S., there are currently 804 mass timber buildings in design.

A Rocky Net Zero Pathway (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

This report provides a long-term view on the many disruptive trends which underpin the transition to Net Zero.

Financing A Greener Future Or Buying Absolution? (American Century Investments)

The carbon credit market has a bright future. More than two-thirds of countries plan to use national or regional carbon markets to meet their commitments under the Paris Agreement.

The Green Industrial Revolution (Allianz)

The industrial sector is responsible for roughly one quarter of global greenhouse-gas emissions. However, due to a plethora of new innovations, this is about to change.

Exclusion Lists: The Hidden Tracking Error And How To Manage It (Man Group)

Exclusion lists considered by investors focused on responsible investing cover a broad range of themes. However, these lists can lead to significant divergences from benchmarks.

Growing Focus On ESG In Japan (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

In Japan, ministry-led movements to set definitions and guidelines for ESG investment are gaining momentum. Read more in this research piece.