As the global economy moves to more sustainable sources of energy, companies must successfully decommission their obsolete operating assets such as Mining sites; Coal and nuclear power plants; Oil & gas facilities. At BNP Paribas AM, we believe companies should seek to pre-fund the decommissioning of such assets, known…

Issue 10 of the GLIO journal covers topics such as stranded asset risk, electric vehicles, real assets, and multi-asset infrastructure.

As part of due diligence, oil and gas investors should consider how methane management decisions by production partners can threaten consumer and commercial demand for natural gas. Climate transition risks can be material to company profitability and asset values.This paper explores the management of methane emissions from…

This paper focuses on sovereign credit ratings and empirically assesses how broad sovereign ESG factors – as well as the ESG factors specific to a country’s national wealth and management of risks and opportunities related to so-called stranded assets like fossil fuel resources – are manifested in sovereign credit rating…

Given today’s global shift toward clean energy and the prevailing low spread environment, Invesco believes positioning investment grade portfolios among the 'greener' electricity generators is vital to reducing transition risk (credit deterioration due to increased investment in renewables) and preventing the ownership of…

Given today’s global shift toward clean energy and the prevailing low spread environment, Invesco believes positioning investment grade portfolios among the 'greener' electricity generators is vital to reducing transition risk (credit deterioration due to increased investment in renewables) and preventing the ownership of…

In today’s low spread environment, there is less room than ever for stranded assets. Yet, in the global shift towards clean energy, some companies are being left behind. The International Energy Agency (IEA) argues that clean electricity is the first step towards net zero. In light of this, should investment grade portfolios…

This blog post by Aviva Investors examines the threat to investors of stranded assets. Until recently, many investors made light of dire warnings of the risks posed by assets becoming “stranded” by climate change. However, as the threat becomes reality, fears are mounting that whole industries could be wiped out.

The fourth in a series from Citi GPS, this edition examines 10 more innovative technologies and new products which are disrupting their sectors. This edition covers:

1. Big Data Disruption - The Big Data Revolution in Energy
2. Contextual Commerce - What is Contextual Commerce?
3. Direct-to-Consumer…