Blog & Releases

Globalization at the Speed of Light In this video, Taimur Hyat, Chief Strategy Officer discusses why the continued power of globalization will profoundly affect investment outcomes, creating a unique set of challenges and opportunities for long-term investors. https://www.youtube.com/watch?v=K7BxR_bJfN8

by Adrienne Lawler
Apr 29, 2019

Can there be anyone who hasn’t heard about the latest remarkable documentary from the ever impressive Sir David Attenborough? Just in case, here’s the link on YouTube. Watch it and weep. I did.

by Adrienne Lawler
Apr 25, 2019

ESG investing: it still makes you feel good, it still makes you money. Companies with good or improving social characteristics have tended to outperform their lower-ranked peers on average by 15bps per month from 31 December 2008 to 30 June 2018. This bolsters our decision to include social factors in our idea generation for the …

by Adrienne Lawler
Apr 25, 2019

A common starting point has been to measure the “carbon footprint” of a portfolio; though these are often backward looking and may not take into account the future plans of a business to improve their carbon efficiency.  These metrics are best used as a measure of progress over time towards any stated decarbonisation goals an …

by Adrienne Lawler
Apr 18, 2019

An outstanding video making it clear, in really simple terms what the benefits are of collaborating on responsible investing and indeed, what the risk is to humanity if we don’t. Worth 3.45 minutes of anyone’s time

by Adrienne Lawler
Apr 17, 2019

Koch: Ties between ESG criteria and long-term corporate performance have been an area of academic and investor interest since the beginning of the socially responsible investing movement in the 1970s. In 2015, DWS conducted a meta-study along with the University of Hamburg that examined approximately 2,200 academic studies that had looked at the relationship between ESG …

by Adrienne Lawler
Apr 17, 2019

JUNE 2018 (MAGAZINE)BY MARISA HALL Key points Sustainable investing can be difficult to define Ensuring short-term decisions do not erode long-term objectives remains crucial The WTW Thinking Ahead Institute has isolated a 1.5% annual long-term investment premium It is official – sustainable investing is trendy. According to the latest review of the Global Sustainable Investment Alliance …

by Adrienne Lawler
Apr 15, 2019

I was in Davos last month speaking about the impact of Nanotechnology on the future of our Smart cities. This year the theme was globalisation 4.0, and I was really interested in hearing how technology will influence globalisation in the future and how it can solve some of the past issues of globalisation. I heard …

by Adrienne Lawler
Apr 14, 2019

By BlackRock Investment Institute A series of recent extreme weather events — from hurricanes and wildfires in the U.S. to heat waves in Europe and floods in Japan — have put a spotlight on climate-related risks. We offer a new set of tools for assessing such risks to portfolios. Mapping the damageEstimated climate-related impact on U.S. …

by Adrienne Lawler
Apr 4, 2019

12 SEP 2018 THINKING ALOUD taken from Aberdeen Standard Investments DEBORAH GILSHAN, ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTMENT DIRECTOR The economics of gender balance Business culture is undergoing transformational change to harness the full potential of women in the workplace. This is being driven by legislation, such as gender pay gap reporting, and by the power …

by Adrienne Lawler
Apr 3, 2019